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
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
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
... They are investors
... They are passionate
... They are involved
... They like performance
... They like impact
Équipe
Équipe
Équipe
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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 !