Wealth review
Full analysis of your situation: assets, liabilities, taxation and life goals.
Wealth management
Structure and transfer your wealth
A comprehensive and personalised approach to grow, protect and pass on your assets.
Our wealth offering
A comprehensive service, from tax optimisation to philanthropy.
Tax strategy
Optimise your tax burden through the right fiscal wrappers for your profile.
Property investment
REITs, unlisted property funds, direct ownership — we structure your real estate investments.
Estate transfer
Gifts, inheritances, family pacts — plan the transfer of your assets ahead of time.
Retirement & protection
Pension plans, income protection, life and disability cover — protect yourself and your loved ones.
Philanthropy
Foundations, endowment funds — give meaning to your wealth.
Our 3-step approach
A rigorous process for a coherent wealth strategy.
Listen & Diagnose
In-depth analysis of your personal, professional and financial situation.
Strategy & Recommendations
Development of a personalised wealth plan with concrete solutions.
Implementation & Monitoring
Support through execution and annual review of the strategy.
For which profile?
Solutions tailored to every level of wealth.
100 K€ – 500 K€
Structuring & optimisation
Setting up the fundamentals: diversification, tax wrappers and first transmission strategy.
- Bilan patrimonial complet
- PER et assurance vie optimisés
- Conseil fiscal annuel
Le plus choisi
500 K€ – 2 M€
Diversification & transmission
Active multi-asset class management, estate structuring and access to private markets.
- Accès SCPI et private equity
- Ingénierie successorale
- Reporting mensuel dédié
€2M and above
Family office & engineering
Dedicated family office service, holding structures, Private Equity and private debt investment.
- Family office dédié
- Accès Private Equity & dette
- Structure holding sur mesure