Tailored financial services delivered with total transparency and independence

  • Structuring : selection of service providers, coordination and negotiation

    • Together with you, we select the best bankers, managers, fiscal experts, notaries, estate agents, etc. and we provide assistance in making contact with these providers
    • Coordination of the opening of your new accounts
    • Setting up your wealth management mandates
    • Assistance with and negotiation of your credit requests
    • Beneficial rates negotiated with many solid institutions
  • Control and analysis

    • Together with you, we review the evolution of your risk profile over time
    • Consolidation of your assets and analysis of the risks to which they are exposed
    • Control and renegotiation of your banking, tax and accounting costs
    • Continuous evaluation of the performance of your fund managers
    • Analysis and advice on the investment requests that you receive
  • Daily assistance

    • Help with all your administrative procedures, search for lodgings, school etc. 
  • Long-term follow-up

    • Our approach is transgenerational. We offer a link between generations by assisting you with the transfer of your assets.

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