Your Time. Our Team.|
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Our vision
WE ARE NOT SCALABLE
We have chosen to offer time to our client families.
To provide a level of service and responsiveness as close as possible to what you could have with a team solely dedicated to your family, our multi-Family Office works for a selective number of clients seeking highly value-added advice.
We bring together the best professionals to provide you with our expertise, derived from our backgrounds, relationships, experiences, as well as those of our clients, and thus, allow you to benefit from the pooling of best practices, best ideas, while also pooling costs for your family.
"Your Time Our Team"
Our services
Nos 
métiers
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Selection of Private Banks, contacts, and managers

Strategic asset allocation, choice of management mandates

Consolidation and aggregation of your portfolios

Index Management, ETFs, Active Management

Private Equity, Venture Capital, Club Deals

Purchase and sale advisory


Tendering from banking partners



Renovation, project management, interior & art design







Representation with your Private Banks





Reflection in the preparation and execution of philanthropic projects

Assistance in project creation

Choice of structures (endowment fund, association, foundation)

Analysis of legal, wealth-related, family, strategic, and tax aspects.
Stratégie immobilière
Gestion de fortune
Planification fiscale
Ingénierie patrimoniale
- Conseil à l'acquisition
 - Crédit et Financement
 - Transactions
 - Biens exceptionnels, bureaux, commerces, logistique, hôtels
 
- Consolidation et agrégation de vos actifs financiers
 - Gestion cotée (Gestion Indicielle, ETF, Gestion Active)
 - Gestion non cotée (Private Equity, Venture Capital)
 - Club Deal
 
- Structuration familiale
 - Structuration Immobilière (SCI, SARL de Famille, etc...)
 - Structuration professionnelle (Holding, apport cession, etc...)
 
- Avocat
 - Notaire
 - Expert-comptable
 - Banquier
 
Vous
Vous
Vous
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Entepreneurs 
    
& Chefs d'entreprises
  
  Trouver un juste équilibre 
entre revenus immédiats 
et patrimoine futur
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Familles
  Préserver les ressources 
de votre famille au 
travers des générations
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International 
    
Non - Résidents
  
  Utiliser votre patrimoine 
constitué à l'etranger 
pour investir en France
Nos références
Our clients
Entrepreneurs  
    
& Business Leaders
  
Our team of dedicated professionals assists your wealth management board, shedding light on, analyzing, and synthesizing information to assist you in making the best decisions.
Families
  
Preserving and growing your family's wealth across generations, in alignment with your family governance.
International 
        
& Non-Residents
      
Using your assets established abroad to invest in France, exploring a return to Europe, and consolidating your international portfolios.
Entrepreneurs 
    
& Chefs d'entreprises
  

Trouver un juste équilibre entre revenus immédiats et patrimoine futur
Familles

Préserver les ressources de votre famille au travers des générations
international 
& non-résidents
  

Utiliser votre patrimoine constitué à l’etranger pour investir en France
Our references
... They are investors
... They are passionate
... They are involved
... They like performance
... They like impact


Équipe
Équipe
Équipe
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.
We, too, have decided to delve into what constitutes an ethical approach because beyond the professional ethics inherent in the practice of our activity, which we hold in high regard (embracing rigor and integrity in advice, integrity in dealing with clients), we wanted to give a broader purpose to our approach.
Driven by a prevailing trend but, more importantly, fueled by genuine conviction, we want to align our company, our advice, and our analyses with the path of ethics.

Our  
  
ethical
Approach
Nos
Actualités
Recevez toute notre actu chaque semaine 
dans votre boîte mail !
Our

Team
Discover our 
team of professionals
  

Newsletter : "Eté Tonic"
We review a prolonged financial summer, the structural upheavals that AI will entail have not escaped the notice of financial markets and economic analysts, elements of tax reflections on real estate and our selection of vacation !



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