We provide global integrated wealth planning with access to specialised experts.

Our approach is global and always based on an in-depth analysis of our clients’ situation and the setup of an effective wealth plan. Our strategies are then customised to your specific goals and objectives which we update on a regular basis.

We structure your wealth and implement your strategies providing you with a wide range of solutions. We constantly monitor our recommendations with reference to the current legal, tax and financial environment and keep you informed of any relevant and necessary changes required. We ensure they are implemented in our clients’ best interest at all times.

We rely on specialised tax experts to advise and serve our clients increasingly complex wealth structuring needs in France and abroad.

Our wealth planning process integrates advice from our specialised experts and your usual advisers.