• Definition of a global service tailored to your needs

• Global coordination with lawyers/notaries/accountants: professional (Dutreil, 150 O b ter) and personal fiscal optimization; successions and donations

• Asset allocation: analysis of liquidity needs, portfolio modeling and top-down financial projections; risk management and stress testing.

• Investment research by asset classes, call for tenders, qualitative analysis of asset managers, negotiation of fees

• Administrative support

• Customized consolidated multi-banks/multi-insurers reporting with dedicated KPIs

• Negotiation of loans, insurance, search for real estate

• Concierge services upon request