Collection BOURGEON

The Legacy Collection

For established individuals and families, generational wealth requires thorough preservation strategies. French inheritance laws, cross-border tax implications, and the management of multiple properties can erode wealth without local expertise. This pinnacle offering combines the refinement of POUSSE with strategic wealth preservation and luxury lifestyle management.

This collection includes all services from both the Foundation Collection and Sophisticated Experience, plus legacy planning and property management for complete assistance.

Includes Collection “GRAINE” 

All Foundation Collection services included.

Includes Collection “POUSSE” 

All Sophisticated Experience services included.

Estate Planning & Notaries (2 - 3 months)

Consultations with vetted notaries to help you understand inheritance laws, draft a will, and enable multi-generational wealth preservation aligned with French succession laws. (Note: Notary fees billed separately.)

Real estate & Property Management (3 - 6 months)

Real estate investment advisory, professional property management, and expert negotiations to secure the best opportunities. (Note: Legal services billed separately when required.)

White-Glove Attention (12 months)

A year-long partnership with a committed point of contact for day-to-day needs and long-term advisory.

For those who understand that true wealth includes cultural understanding.

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Rural French road located in a village in Southern France surrounded by green pastures with grey clouds.

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  • Close-up of tall dry grass in a field with trees and a blue sky with clouds in the background

    COLLECTION “GRAINE”

    The Foundation Collection
    Eliminate the stress of untangling France’s convoluted administrative system alone. Those who seek peace of mind often face challenges including intricate visa requirements, difficulty opening French bank accounts without local documentation, securing specialized health insurance, and understanding French property laws are all too common.  Our Foundation Collection removes these barriers through private channels and expert counsel.

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  • Indoor courtyard with tall palm trees, beige stone building, glass roof, and string lights.

    COLLECTION “POUSSE”

    The Sophisticated Experience
    Beyond administrative hurdles, foreign expatriates face social and professional isolation. Breaking into France’s prestigious circles requires insider knowledge and established connections. Our clients often struggle with cultural nuances, professional networking barriers, and the challenge of maintaining their elevated lifestyle standards. POUSSE bridges these gaps through notable introductions and cultural programs.

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  • A sailboat floating on calm water with a mountain in the background at sunset.

    COLLECTION “VOYAGE”

    The Discovery Experience
    Before making significant lifestyle commitments, it’s critical to immerse yourself in authentic French culture. Making permanent relocation decisions without experiencing regional nuances, cultural variations, and community dynamics can lead to monetary and lifestyle disappointments. Our Discovery Experience mitigates uncertainty through multi-regional exploration.

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