Wealth Management

At the core of our service offering, your fully personalized financial planning is based on an objective and comprehensive analysis of your situation, accompanied by an action plan and recommendations to achieve your financial goals and raise the value of your wealth to a higher level. We help you keep an overview of your corporate assets, real estate assets, and private investments.

Our portfolio management strategies have proven themselves over time, both in terms of performance and resilience in volatile market contexts. They are based on the foundations of modern portfolio theory, which aim to optimize the risk-return ratio. In practice, we seek to achieve your financial goals while limiting unnecessary risk-taking. We believe that consistent discipline, supported by proven principles, is the key to lasting success.

We provide you with a private banker whose role is to simplify your financial daily life. Accustomed to working with wealthy clients, these experts offer a full range of personalized banking solutions: structured financing, quick access to liquidity, international transfers, bill payments, and much more.

In parallel, we provide strategic guidance in insurance, whether it involves wealth protection and tax optimization through customized solutions.

Estate optimization is a key part of our support. Our role is to help you structure your wealth to facilitate its transfer while reducing tax frictions and unforeseen events. Through careful planning and personalized strategies, we ensure that your wishes are respected and that your legacy is preserved for future generations.

Philanthropic support is an integral part of our approach to wealthy families. We assist you in structuring your impact by developing effective donation strategies, whether through the tax optimization of in-kind or cash donations, the use of a transmission vehicle, or the establishment of private foundations. Whether your intention is to support local causes or to establish a lasting philanthropic legacy, our goal is to maximize the impact of your donations while respecting your values and ambitions.

You will have privileged access to our concierge service designed to respond to a wide range of requests with discretion, efficiency, and creativity. Whether it is to have an artwork appraised, obtain tickets to a highly demanded concert, reserve your favorite table at the most sought-after restaurant in town, organize a meeting with a public figure, or find unique gift ideas for those who already have everything, our team is here to open doors, simplify logistics, and enrich your daily life. Whatever your needs, we are attentive, proactive, and well-connected to turning each request into a concrete solution.