A simple organization
In order to address complex issues properly it is essential that our internal procedures be suited to ensure the efficient management of our clients’ needs.
Diagnostic & evaluation
Our relationship with each customer is always built around a full diagnostic of her or his wealth as well as a frank and open discussion enabling us to understand her or his needs and constraints. In partnership with you, our team analyses each component of your wealth paying particular attention to proper asset allocation and risk.
Planning, accounting & reporting
We can establish a financial plan and a budget that covers your short and medium term goals. We can do private bookkeeping for you and your family and prepare a consolidated statement of your overall wealth on a regular basis.
Implementation of solutions
We are able to assist you with the overall organization of your wealth. With our partners, we determine through a holistic approach, the best manner for you to hold your assets in order to optimise their ownership from all points of view and their transmission.