We have chosen to offer time to our client families.
To provide the same level of service and responsiveness as a dedicated team, our multi-family office works with a select group of clients seeking advice that offers very high value-added.
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"
Selection of Private Banks, Contacts, and Account Managers
Strategic asset allocation, selection of management mandates
Consolidation and Aggregation of Your Portfolios
Index-Based Management, ETFs, Active Management
Private Equity, Venture Capital, Club Deal
Advice on Buying and Selling
Tendering from banking partners
Renovation, Project Management, Interior & Art Design
Representation with Your Private Banks
Reflection in the preparation and execution of philanthropic projects
Support for your tax declarations
What types of organizations (endowment fund, association, foundation)?
Analysis of legal, wealth-related, family, strategic, and tax aspects.
Entrepreneurs
Families
International Students ... They are investors
... They are passionate
... They like performance
... They are involved
... They love the impact
Meet Our Team of Professionals