Our Family Office services

We offer a global and personalized solution, a natural extension of our wealth engineering and investment services, which are the two pillars of our model.

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.

Would you like to know more about our Family Office services?

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