Services
Investment Advisory
Unlock your financial potential with our Investment Advisory services. We support executives, expatriates, and international families in building and managing their wealth, with clear objectives such as retirement planning, the generation of supplementary income, medium- to long-term capital growth, and wealth transfer.
Our team takes the time to assess your situation, priorities, and risk tolerance in order to define a bespoke investment strategy aligned with your investment horizon and growth objectives.
We advise you across a broad range of investment solutions, including:
Collective Investment Vehicles (UCITS, AIFs)
Equities (by geography, sector, and management style)
Bonds (sovereign, corporate, investment grade / high yield)
Structured Products (based on your risk profile and investment horizon)
ETFs / Trackers
Private Equity and unlisted investments (subject to eligibility)
Direct real estate or real estate funds (e.g. SCPI, SIIC)
Money market instruments and cash management solutions
We also advise on the selection of appropriate holding structures, taking into account their financial, legal, and tax implications, including:
PEA (Equity Savings Plan)
PER (Retirement Savings Plan)
Securities Accounts (CTO)
Life Insurance
Whether you seek to diversify your portfolio, access new markets, or optimize returns, we help you make informed and well-considered investment decisions.
Trust us to guide you through today’s financial landscape and help you achieve your long-term objectives.
Let’s build your wealth together.
Wealth Structuring
Gain peace of mind with our Wealth Structuring services. We understand that managing wealth can be complex, particularly for executives and international families. Our team designs bespoke structuring solutions to optimize your assets and align them with your long-term objectives.
From tax optimization to estate and succession planning, we implement comprehensive wealth strategies to protect and support the development of your wealth, including tax structuring, executive compensation planning, business transfers, LBO/OBO transactions, Dutreil Pact structuring, and wealth transmission.
We also assess the impact of your marital regime — whether French or foreign — in light of your current situation and future plans, ensuring consistency between your family structure, wealth objectives, and asset ownership.
We further advise you on expatriation and inpatriation projects, assessing opportunities and areas of attention from a financial, tax, and legal perspective. In addition, we support you in cash management, budget structuring, and the monitoring of financial flows.
Finally, a comprehensive wealth assessment is a key and foundational step, enabling a full analysis of your situation prior to any recommendation or implementation of a strategy.
Insurance & Protection
Protect your future with our Insurance & Protection services. We understand that life can be unpredictable, and that appropriate coverage is essential for you and your family. Our experts assess your specific needs and recommend tailored insurance solutions designed to provide long-term peace of mind.
From life and health insurance to asset protection and liability insurance, we ensure that you are protected against unexpected events. We place your security at the core of our approach and work closely with trusted partners to offer you the most suitable solutions.
Trust us to protect your loved ones and your wealth, so you can focus on what truly matters.
Financing
Navigate the world of financing with confidence through our loan brokerage services. We understand that obtaining credit can be complex, particularly for expatriates and international families. Our experienced team is here to simplify the process and support you at every stage.
We carefully analyze your needs and financial situation, then guide you toward the most appropriate financing solutions available. Whether you are seeking a mortgage, a business loan, or personal financing, we negotiate on your behalf to secure the most favorable terms.
Thanks to our expertise and market knowledge, you can move forward toward your financial objectives with confidence, free from the stress associated with the complexity of the credit market.
Relocation Services
Ease your transition with our Relocation Services. We understand that relocating — especially internationally — can be challenging for expatriates and international families. Our dedicated team supports you at every stage of your relocation.
From identifying the ideal accommodation to facilitating your integration into the local community, we manage every detail of your move. We assist you with logistics, schooling, and access to local services, ensuring a smooth and seamless transition for you and your family.
We also support you in opening a bank account in France and liaise with local banking institutions to negotiate optimal banking conditions. Thanks to our personalized approach, you can focus on your new chapter, while we take care of the rest.
Concierge Services
Enjoy a seamless blend of luxury and practicality with our Concierge Services. We understand that your time is valuable, and our mission is to simplify your daily life. Whether you require assistance with day-to-day tasks, event planning, or personal matters, our dedicated team is at your disposal.
From rental property management to the organization of exclusive experiences, we tailor our services to your specific needs and expectations. Thanks to our bilingual support, you benefit from smooth communication and an exceptional level of service.
Entrust us with the details, so you can focus on what truly matters: fully enjoying life.