July 17, 2017

Introduction

Are your investments still #UpToDate?

July 17, 2017

A modern wealth management practice

A hybrid approach

July 17, 2017

Digital Introduction

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July 17, 2017

Traditional Introduction

Find your closest wealth manager
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Client access

We defend financial and tax freedom for families and businesses.

We advise on questions of personal estate, private assets management and wealth management.

Our input can provide real added-value from the following threshold levels:

  • 150K € of financial assets
  • 1M € of net personal estate
  • Company valuation between 1 and 20M €

July 18, 2017

Our areas of expertise

All of our partners and advisors involved in managing your assets are either trained to Master's level in academic education, or have acquired a long experience in relevant fields such as finance, legal expertise, taxation issues or accounting.
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French and international private estate management

Are you certain that your assets are being used to their best advantage ?
How can you pass on your estate in the best possible conditions ?
Are you wondering if issues of taxation make it worthwhile holding on to your real estate ?
Have you received a considerable inheritance and do not know how best to take possession of it ?
Are you satisfied with your post-tax profitability and investment management ?
Do your children or your spouse hold dual citizenship ?
Were you married outside of France without a marriage contract, but now reside in France ?
Vous possédez du patrimoine en France et à l’étranger ?
Are you dealing with an international inheritance ?
What are the implications for your matrimonial regime ?
Are you planning to leave France ?

Advisory for corporate leaders and businesses

Is the legal form of your companies suited to your vision for the future ?
Are you considering the sale of your company? Are you aware of the capital gain taxation ?
Could the cash surplus from your company be put to better use ?
Are you hoping to raise more capital ?
Are you planning to transfer your business ?
Are you aware of the advantages of a holding company or of a family owned company ?
Do you know how to limit the impact of taxation on the disposal of securities ?
Do you know the value of your company ?

International property assets

Do you have capital of more than 1M € to invest ?
Take your pick from our selection of real estate in France and abroad
Real estate for pleasure or for performance-driven profitability

We build strategies and manage you French and international estate.

July 19, 2017

Comments

Our advice is provided in the context of a letter stating terms of engagement that set out a perfectly transparent framework for our collaboration.
We provide added-value based on the following: quality advice, implementation and follow-up of a project upon which we have agreed together.

1
offices
1
years of accumulated experience
1
M€ worth of assets advice

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