Holding company
Secure, structure and optimize your holding company with customized support
WeMa: expert support for asset holding companies and animators
Holding companies – whether family-owned or family-operated – play a central role in the financial, legal and tax organization of managers and groups. Their management requires a fine-tuned understanding of tax rules, solid legal structuring, optimized management of financial flows, and consolidated steering to ensure overall performance.
At WeMa, we provide holding companies with a high level of expertise, a multi-disciplinary vision and personalized support, in order to secure their operations and optimize their asset and economic performance.
Our sector expertise
Thanks to our 12 areas of expertise, WeMa is able to meet all the accounting, tax, employment, legal, asset management and strategic needs of holding companies.
Our key services include :
- Accounting expertise & consolidated management: Bookkeeping and auditing, production of individual and consolidated financial statements, analytical management of intra-group flows, cash pooling, consolidated reporting, tax optimization (tax consolidation, parent-subsidiary regime, dividends, etc.).
- Payroll management & social consultancy: Support for managers, payroll management for shared functions, implementation of group agreements, HR compliance and management of social obligations linked to multi-entity structures.
- Legal advice & structuring of holding companies: creation of holding companies, setting up a “holding animatrice”, optimization of legal structures, shareholders’ agreements, intra-group agreements, management of financial flows (management fees, re-invoicing), securing external growth operations.
- Audit & internal control: legal or contractual audit, due diligence, review of intra-group processes, analysis of tax and legal risks, reliability of reporting and financial structure.
- Wealth engineering & transfers: Wealth strategy for managers, dividend optimization, family transfers, gifts and disposals, Dutreil pacts, preparation for the sale or takeover of a business, structuring private and professional assets.
Each support package is tailored to your structure: holding company, animator holding company, takeover holding company, or intergenerational family holding company.
Our assets for your holding company
When you choose WeMa, you benefit from :
- Tailor-made support: solutions designed to meet the complex challenges of holding companies: tax, legal organization, intra-group flows, financial management and asset structuring.
- A high level of technical expertise in the sector: mastery of tax provisions (parent company/ subsidiary, integration, capital gains, Dutreil), legal rules, social obligations and wealth management mechanisms.
- Regional proximity: teams based throughout eastern France and in Paris, providing close support to managers and family or professional groups.
- An innovative approach: Consolidated management tools, digitalization, group dashboards, automated flow monitoring, optimization and securing of legal and financial structures.
Contact our experts
Let’s discuss your challenges together and find out how WeMa can structure, secure and optimize your asset holding company.
Why choose WeMa for your holding company?
With WeMa, you benefit from a strategic, expert and reliable partner who :
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Secure your legal and tax structure.
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Optimize your wealth management and compensation.
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Manage your group’s consolidated performance and profitability.
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Support your external growth, transfer or reorganization operations.
