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STRATEGY & INVESTMENT
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- LISTED FINANCIAL ASSETS: stocks, bonds, ETFs, UCITS, hedge funds, customized structured products, etc.
- PRIVATE EQUITY: unlisted assets (business angels, seed, series A, etc.)
- REAL ESTATE ASSETS: acquisition research, rental management, management of works and transfers of your assets.
- CLUB DEALS dedicated to real estate
ADVISORY FAMILY SERVICES
- LEGAL & TAX ENGINEERING: structuring of personal and professional assets, tax and inheritance optimization.
- ACQUISITION, TRANSFER & TRANSMISSION: Support throughout the entire rotation cycle of your companies.
- FINANCING: Mortgage credit, Lombard credit, private debt, self-purchase, etc
SECRETARIAT & CONCIERGE:
- ADMINISTRATIVE & ACCOUNTING ASSISTANCE: tax deadline checks, budget monitoring, balance sheet verification, mail management, etc.
- LUXURY CONCIERGE: travel organization, vacation planning, children’s education, etc