Wealth management & investments
Exceptional private management, orchestrated with discretion and precision, at the service of the most demanding families.
SERVICES

Supporting and increasing the value of an asset

We design global wealth strategies in which wealth management and financial investment are part of the same vision. Each allocation decision is thought out in line with your personal, family and professional goals.

An integrated wealth approach

Complete analysis of your situation and definition of a strategy combining capital protection, financial performance and forecasting the transfer.

Customized investment strategies

Careful selection of the most suitable financial solutions, French and Luxembourg life insurance, international banking management, private equity, club deals and active shares.

Management and regular reporting

Careful monitoring of allocations, performance analysis and clear reporting allowing an accurate reading of the evolution of your assets.

Long-term support

Proactive readjustments to take into account market cycles, the evolution of your situation and your long-term plans.

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Donation-sharing: Optimizing the transmission of your assets with legal and fiscal security

Donation-sharing: Optimizing the transmission of your assets with legal and fiscal security

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OBO (Owner Buy Out): Understanding the purchase of your business by yourself

OBO (Owner Buy Out): Understanding the purchase of your business by yourself

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The temporary transfer of usufruct of commercial real estate: a lever for fiscal and asset optimization

The temporary transfer of usufruct of commercial real estate: a lever for fiscal and asset optimization

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