Your Time. Our Team.|

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

Credit and financing structuring

Tendering from banking partners

Real estate search: exceptional properties, offices, commercial spaces, logistics, hotels

Rehabilitation, repositioning of complex assets, and search for real estate partners

Renovation, project management, interior & art design

Family organization, governance, and transmission of wealth

Real estate structuring (SCI, Family Limited Company, etc.)

Professional structuring (Holding, share contribution, etc.)

Ensuring the continued alignment of the organization over the years

Support for your tax declarations

Representation with your family advisors (lawyer, notary, accountant, property manager, etc.)

Representation with your Private Banks

Ensuring a coherence of decisions

Coordination of proper strategy execution

Secretariat services

Connecting with key players (entrepreneurs and project-carrying families)

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





Entepreneurs
& 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

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

Like you ...

... They are entrepreneurs

... They are investors

... They are passionate

... They build unicorns

... They are involved

... They like performance

... They like impact

Équipe

Équipe

Équipe

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Découvrir notre équipe de professionnels

AN ETHICAL APPROACH : A VENEER OR A DEEP COMMITMENT?

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 !

Learn more

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