expertiste_banner-01.jpg

Our Expertises

Private Wealth Management

samson-ZGjbiukp_-A-unsplash.jpg

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

analysis.png

You will carry out an in-depth assessment of your
asset situation and define your future objectives
in collaboration with a wealth advisor.

strategy.png

You will build a scalable strategy,

depending on your needs in the short, medium
and long term.

situation.png

You will restructure your assets based
on the recommendations of your advisor.

agenda.png

You will ensure continuous monitoring of your assets through personalized regular reviews.

zidhan-ibrahim-zb_UqDeyqco-unsplash.jpg

Am I ready for retirement?

After a busy working life, it may be
time to devote yourself to new projects and
to take advantage of your time.

What does the future  hold
for my children?

Do you want your children to be best prepared
to the challenges that await them?

xavier-mouton-photographie-ry_sD0P1ZL0-unsplash.jpg
petr-vysohlid-9fqwGqGLUxc-unsplash.jpg

And when I'm no longer there?

Pass on your assets to your beneficiaries to help them in their projects.

The world is unpredictable, has the time to sell my business come?

Selling the business you've made a success of is always a tough decision. We support you in making the right choices.

scott-graham-OQMZwNd3ThU-unsplash.jpg

What are your priorities?

Tell us more about what's important to you.