WEALTH ADVISORY
WEALTH MANAGEMENT
STRATEGIC ALLOCATION
REAL ESTATE ADVISORY
AUDIT & REPORTING
YOUR CUSTOMER JOURNEY
01
WEALTH AUDIT
A comprehensive initial audit of your situation and its alignment with your family objectives will be conducted. This will enable us to ensure that your current strategy is appropriate. An operational analysis of your various counterparties will also be undertaken, focusing on both service quality and cost efficiency.
02
PROPOSITION
Following the audit, we will provide you with a comprehensive set of wealth and financial recommendations, including asset allocation, banking counterparties, and meetings with our selected experts on fiscal and estate matters. You, of course, remain in full control of all decisions. Our ambition is to become your strategic and financial partner.
03
IMPLEMENTATION & MONITORING
We will then ensure the implementation of the asset allocation and management decisions. You will have a comprehensive view of your assets across all managers, a detailed risk analysis, and wealth simulations. Regular follow-up committees will be established, and our experts will provide training on market aspects you wish to explore in more depth.
