Français
Growing your wealth
Giving your savings and your investments a direction.
What's at stake for you
A strategy equal
to your ambitions.
Preparing your plans
Organising your resources for the milestones in your life.
Improving your position
Bringing investment, taxation and ownership into line with one another.
Passing on wealth as you wish
Anticipating family and wealth considerations.
How we work with you
One view,
360°.
Investment, taxation, succession: we build a bespoke strategy to grow your wealth, improve your tax position and prepare for the future in line with your ambitions.
Let's talk about your project-
01
A full wealth review
A review of your situation, your resources and your objectives, to identify your priorities.
-
02
Investment strategy
Building an allocation suited to your plans, your time horizon and your attitude to risk.
-
03
Tax optimisation
Reviewing the solutions suited to your situation and explaining their terms.
-
04
Retirement planning
Anticipating your future needs and building up the necessary resources step by step.
-
05
Succession and estate planning
Preparing to pass on your wealth in line with your wishes and your family circumstances.
-
06
Follow-up over time
Adapting your strategy as your plans develop and your circumstances change.
In practice
Your ambitions take shape.
01/05
Give your savings a direction.
Property, working for your plans.
Taxation considered alongside your wealth.
Prepare tomorrow for the people who matter.
Prepare the freedom of the years ahead.
Let's take stock of
your wealth.
The first conversation is free and carries no obligation.
How it works
Three stages.
Attentive support.
The first conversation
We take the time to understand your situation and your expectations.
The review and the strategy
We analyse your needs and put forward recommendations, each one explained.
Putting it in place
Once you have agreed, we support you and set up the ongoing follow-up.
Three areas of expertise.
One standard of advice.
We connect your decisions to your plans in life, with constant attention to your situation.
Frequently asked questions
Your questions,
our answers.
How are the fees for your support determined?
The cost depends on the nature of your project and on the scope of our work. How the firm is remunerated, and the charges attached to the solutions we propose, are set out before any commitment, so that you can decide with full knowledge of the facts.
Is the first conversation free?
Yes, the first meeting is free and carries no obligation. We take the time to understand your situation, your objectives and your expectations, then set out the terms of the support that would suit you.
When is the right time to consult a wealth management adviser?
An investment plan, a change in your career, a purchase or a transfer of assets are all good reasons to take stock. A first conversation allows us to identify your needs and determine the right support for your situation, together with any conditions attached to the solutions under consideration.
What is your role in managing my wealth?
We analyse your situation, build a strategy and support you in choosing and monitoring the solutions. The decisions remain yours: every recommendation is explained, so that you understand its purpose, its charges and its risks before committing.
How do you select the solutions you propose?
We work with several leading providers, including Generali, Rothschild and others. Among our partners' offerings, we assess each solution on how well it suits your profile, on its charges, its guarantees and its risks. Every recommendation is set within your objectives and your investment horizon.
How does the support continue after our first conversation?
Together we define the scope of our work and its terms, including fees. After a thorough review of your situation, we present a strategy built around you. Once the recommendations are approved, we support you through their implementation and set up the ongoing follow-up.
