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
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