The basis of this business is a job of trust alongside wealthy clients to enhance their wealth (professional, real estate, financial, art, wood and forests) including the management of liabilities (amounts, rate spreads ), in order to bring out synthetic elements for long-term decision-making and monitoring. The wealth must progress over time, net of any taxation, and after inflation and taxes (IR, IPV, ISF, or withholding tax).
Invitation to tender, asset consolidation, financial follow-up, heritage coherence, summary tables, risk management: everything is delegated to the family office which works in the objectives strictly defined by the client, and who reports to him as a man of confidencein a truly global and expert way.