→ Tailored Service

‍Developing a comprehensive offering tailored to your needs, family structure, and wealth objectives.

[Tailored] [Global] [Family Office]

→ Multidisciplinary Coordination

‍Coordination of lawyers, notaries, and accountants for professional and personal tax optimization, estate planning, and gifts.

[Dutreil] [150 O b ter] [Estate Planning] [Gifts]

→ Asset allocation & risk management

‍Liquidity needs analysis, portfolio modeling, financial projections, and stress testing.

[Asset allocation] [Stress test] [Liquidity] [Projections]

→ Investment research and selection

‍Tender processes, qualitative manager analysis, fee negotiation by asset class.

[Due diligence] [Tender] [Negotiation] [Managers]

→ Administrative Support

‍Handling administrative procedures related to wealth management and organization.

[Administrative] [Monitoring] [Organization]

→ Consolidated Multi-Custodian Reporting

‍Custom dashboard with dedicated KPIs, consolidating banks and insurers into a single report.

[Multi-bank] [Multi-insurer] [KPI] [Reporting]

→ Financing & Real Estate

‍Loan and insurance negotiation, real estate search and selection.

[Loan] [Insurance] [Real Estate] [Negotiation]

→ Wealth Management Concierge

‍On-demand services to support daily needs related to wealth management.

[Concierge Services] [Services] [On-Demand]