Services

Six areas of expertise at the service of your wealth

Independent, precise and committed advice, covering the full spectrum of wealth management for a discerning international clientele.

Financial advisory

Life insurance, private equity, structured products. Risk-return optimisation tailored to your investment horizon.

REITs, managed rental properties, club deals in France and internationally. Rigorous selection and geographic diversification.

Holding companies, share-for-share exchanges (150-0 B ter), Dutreil pacts. Each strategy documented, quantified and legally secured.

Estate audits, usufruct-bare ownership splits, shareholder agreements. Family wealth protection and optimised succession.

Triangle of security, open architecture, tax neutrality. The standard for international wealth management.

Exit Tax, tax residency, cross-border structuring. Comprehensive support before, during and after relocation.