A global approach
We offer a global approach to your wealth situation, including
- the structuring and optimization of your professional and personal assets,
- the planning of your transmission in accordance with your objectives,
- the evolution of the structure of your capital in relation with the Group' investment bankers,
- the monitoring of your personal tax situation (income tax, real estate wealth tax, etc.),
- the legal and fiscal life of your wealth companies,
- a private secretarial service freeing you from all problems related to property and personal insurance, and the management of domestic employees,
- We also offer you a consolidated multi-establishment reporting of your financial assets.