Harbor & Meridian
About Us
Harbor & Meridian — Wealth Management is an independent firm specializing in international wealth management.
We design tailored investment strategies, optimize asset allocation, and orchestrate all cross-border legal and tax dimensions.
Protecting your global investments remains our priority.
Our Mission
To offer expatriates, entrepreneurs, and UHNW families a global and coherent vision of their international wealth, aligning performance, security, and compliance in each relevant jurisdiction.
Understanding Your Challenges
Your wealth constitutes a complex and unique entity. It embodies numerous family, personal, and professional challenges that evolve throughout your life. These elements must be approached holistically and consistently over the long term to enable you to preserve, grow, and transfer your wealth.
Defining Your Wealth Strategy
Our wealth engineering experts work in close coordination with recognized professionals — lawyers, notaries, chartered accountants — to anticipate key milestones throughout your journey. Their recommendations integrate all financial, tax, and legal parameters, in line with your situation and your country of residence.
Regional Presence, Global Support
In-person meetings from Marseille to Monaco, with remote services worldwide.
Harbor & Meridian
Investment Advisory
We offer tailored investment strategies to help you grow your wealth and achieve your financial objectives with confidence.
Wealth Structuring
Our experts design optimal wealth structures to protect your assets and optimize taxation, ensuring lasting security.
Protection & Insurance
We offer comprehensive insurance solutions to protect your family and your wealth against unforeseen risks and life's uncertainties.
Financing Solutions
We help you secure suitable financing and negotiate the best terms, simply and with confidence.
International Relocation
We offer turnkey relocation services to help you settle into your new home with ease.
Concierge Services
Our concierge services simplify your life by discreetly and carefully managing your property.
Contact Us Today!
We would be delighted to hear from you! Whether you have questions about our services or need personalized advice, our team is ready to assist you. Contact us today and take the first step towards securing your financial future. Your journey to success begins with a simple message!