The hardest wine transactions are not the largest. They are the ones where human, family and legal stakes overlap: an undivided estate between heirs who no longer speak, a tenant-farmer seeking to pre-empt, a SAFER stepping in, a 25-year farm lease blocking the sale.
In these situations, intermediation is not enough. A trusted third party is needed — able to grasp the vineyard's value, the applicable rural law and the dynamics between people. This is precisely where VITACEAE operates, in coordination with each party's dedicated advisers.
Our areas of intervention
Exit from joint ownership
Mediation between co-heirs, adversarial valuation, scenarios for division or global sale.
Succession and transmission
Anticipation, GFA/SCI structuring, articulation with the Dutreil pact, notarial coordination. We identify impacts; the wealth decision rests with the client and their advisers.
SAFER pre-emption and share-transfer control
Pre-emption clearance strategy, reading of the share-transfer control regime (Sempastous law), analysis of exemptions and deadlines.
Shareholding restructuring
Exit of partners from SCEV, GFA or SCI, approval clauses, minority discount, recomposition of operating capital.
Farm lease and tenant rights
Lease assignment, notice, tenant indemnity, sharecropping — parameters that condition feasibility and price.
Combination transactions
Estate mergers, backing by a group, change of business model.
Our stance: that of a trusted third party. Sworn-broker experience and a long practice of the most sensitive transactions inform multi-party coordination — notary, lawyer, accountant, SAFER — without ever substituting for them.
Your situation is unique. Let's talk in complete confidence.
Further reading
These situations connect with our Sell-side, Buy-side and valuation & structuring work.