Our Expertises
Private Wealth Management
Main objectives
& advices
Private management services are aimed at people wishing to rely on professionals to respond to patrimonial, real estate, financial and societal issues in the legal, tax and transmission fields.
These services are constantly based on specific high-end asset engineering solutions and adapted to your needs and key moments in your life: marriage, divorce, birth, inheritance, business acquisition, IPO, transfer or business sale, retirement ...
All asset classes must be able to be represented without exclusion resulting from supply and internal constraints.
Beyond a pure search for yield, which is not always a relevant indicator, private management services are an opportunity for any individual to delegate the management of his portfolio to a specialized company, with an allocation dictated by his risk profile and his time horizon.
Methodology
You will carry out an in-depth assessment of your
asset situation and define your future objectives
in collaboration with a wealth advisor.
You will build a scalable strategy,
depending on your needs in the short, medium
and long term.
You will restructure your assets based
on the recommendations of your advisor.
You will ensure continuous monitoring of your assets through personalized regular reviews.
