Building a lasting legacy, while living the dream
We help wealth creators, passionate human beings and builders of the future to define and fulfill their Family Heritage Legacy®.
To prepare for the future, what really counts is...
GROWTH
“Generate returns while optimizing my tax situation and protecting my assets.”
Asset maximization
Risk minimization
Tax optimisation
CONTINUITY
“Having a clear plan for me and my children.”
Protection and insurance
Estate planning
Business succession planning
HARMONY
“To preserve harmony between the people I love, once I'm no longer part of their lives.”
Shared vision
Legacy impact
Intergenerational collaboration
FAMILY
“Being able to take the time to enjoy important moments with my whole family.”
Family values
Life balance
Long-term relationships
And what if it was easier...
Sometimes, increasing financial assets can get complicated, whether in terms of financial management, tax structures or human relations.
Our mission: To help you achieve greater autonomy, so you can freely choose between time, money and values, while living life to the fullest and without compromise.
Our promise: Greater simplicity and freedom for you and your family.
Create a LEGACY that transcends material value.
Optimise HERITAGE management of your financial assets based on a multigenerational vision.
Unify management by integrating FAMILY dynamics to ensure concise continuity for future generations.
Serving extraordinary people for over 30 years
Our clients
What defines them
Builders
Homeowners
Entrepreneurs
Angel investors
What characterizes them
Passionate
Enthusiastic
Brilliant
Hyperactive
Generous
Grateful
What they value
Family
People
Wealth creation
Giving back is important to us
Generosity is in our nature. The Fondation Noël au printemps was created to provide financial support to children with health challenges and their families.
All rights reserved. GNR©2024