SERVICES

WEALTH SERVICES

In addition to our asset management activities, we offer comprehensive wealth advisory services covering your structuring, planning, domiciliation, and succession issues, as well as financing and insurance.

A RESPONSE TO ALL YOUR PERSONAL, PROFESSIONAL AND FAMILY CHALLENGES

Faced with constant changes in the regulatory and financial environment, our experts ensure that the organisation of all your assets protects your interests and those of future generations. We take your personal and professional situation into account in both its local and international dimensions. Primarily intended for large private fortunes, this expertise is also offered to professionals in the financial sector.

For large private fortunes and fiance professionals

Financial planning
Advice on wealth structuring
Domicilation of companies and natural persons
Financing through the issue of private debt
Bank financing (mortgage loans - Lombard loans - trade credit)
Selection and subscription of insurance contracts (universal life insurance) and help with drawing up beneficiary clauses
Company representation (mandat d’administrateur)