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

For large private fortunes and fiance professionals

  • Financial planning
  • Advice on wealth structuring
  • Domiciliation 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)