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
- Help with all your administrative procedures, search for lodgings, school etc.
- Our approach is transgenerational. We offer a link between generations by assisting you with the transfer of your assets.
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