A trusted team that maintains excellent relationships with all stakeholders involved in the management of your wealth to leverage strategies and work together for you.
Our multi-family office combines the resources essential for the optimal management of assets for our high net worth clients. We are your partners in developing customized strategies and assisting you in monitoring the evolution of your investments.
Our clients benefit from:
Independence: Complete impartiality and objectivity regarding the recommendations made to provide the best solutions focusing only on your goals.
Service integration: A range of services offering a complete overview and close monitoring of the evolution of your wealth (excluding real estate).
Personal service: A dedicated team to provide a tailored service to the needs of each client.
Access to a network of professionals:
Our financial and tax planning services give you access to an unparalleled network of professionals such as: tax experts, lawyers, accountants, financial planners and insurance specialists.
Our reliable network of contacts is at your disposal. You will have access to experts who can:
Whether you are selling your business or need assistance in negotiating or assessing corporate assets, we have the experience or access to specialists you can count on.
We offer proactive management and sophisticated advice to ensure the sustainability of your wealth.