| | Multiservice private management
- Search for the deposit bank that best suits the client’s needs, in any country.
- Tailored fortune management research (discretionary and advisory management).
- Search for the best investments with an open architecture: private equity, personal asset and tax management, structured products, hedge funds, property consultancy, etc.
Global Family Office
- Enhancement of family wealth with comprehensive monitoring while maintaining family harmony.
- Consultancy and handling of all financial problems: consolidation of assets, direct investment in private equity, coordination of investments with tax optimisation, Corporate Finance, management and shareholder transition, tax domicile management, asset-holding companies, holding companies, trusts, international financial and tax planning, wills, donations, life insurance, etc.
- Optimised à la carte service to relieve family members of the day-to-day tasks of management: monitoring of personal accounts, financial and management reports, tax returns, support for operational management, corporate governance, prevention of intergenerational conflicts, family politics, ”Concierge” services, etc.
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The group