- Discussions with the client to gather all relevant data in his past and present.
- Audit of his patrimony.
- Drawing up a precise patrimonial and fiscal balance sheet in order to understand the client’s global environment.
- Proposal, by our experts, of a solid and efficient strategy in terms of fiscal envelope, investment and risk management.
- A tailor-made strategy based on an open architecture.
- Each client has unique wealth and fiscal situations.
- Recourse to recognised experts to secure the client’s choices (lawyers, tax specialists, notaries, chartered accountants…).
- Follow-up, by our teams, on the raised issues.
- After validation of our commercial and fiscal strategy, selection of products (life insurance, capitalisation contract, securities account, share savings plan, forest land grouping, FCPI, FCPR, SCI, SCPI, structured product) and partners for their qualities and services (insurers, custodians, banks…).
- A selection that responds very rigorously to the client’s objectives and risk sensitivity.
- Risk management being at the heart of our approach, it is possible, at any time, on our advice or at the client’s request, to adapt this degree of risk according to structural and economic developments.
- Periodic reporting.
- Personalized monitoring of assets.
- Listening, exchanges, reactivity: a top-of-the-range service.
With our many years of experience in wealth management, we provide families with all our solutions and services in order to offer them the best standards on the market.
Preserving and valuing your assets is our priority: our vision of wealth management is based on an understanding of the uniqueness of each person.