Building a lasting legacy, while living the dream
We partner with wealth creators, passionate visionaries and builders of the future to define and fulfill their Family Heritage Legacy®.
To prepare for the future, what really matters most...
GROWTH
“Generate returns, optimize taxation, and protect my assets.”
Asset management
Wealth management
Tax optimisation
CONTINUITY
“Have a clear plan for me and my children.”
Protection and insurance
Estate planning
Business succession planning
HARMONY
“Preserve unity among my loved ones, even when I'm no longer there.”
Shared vision
Impactful legacy
Intergenerational collaboration
FAMILY
“Have the time freedom to enjoy important moments with my whole family.”
Family values
Life balance
Lasting relationships
What if it were simpler...
Sometimes, having significant assets can get complicated, whether in terms of financial management, tax structures or human dynamics.
Our mission: To guide you towards greater freedom, enabling you to make autonomous choices between, time, money and values, while living life to the fullest and without compromise.
Our promise: More simplicity and freedom for you and your family.
Create a LEGACY that transcends material value.
Optimize HERITAGE management of your financial assets based on a multigenerational vision.
Align management by integrating FAMILY dynamics to ensure consistent and sustainable continuity for future generations.
Serving extraordinary people for over 30 years
Our clients
What defines them
Builders
Founders
Entrepreneurs
Angel investors
What characterizes them
Passionate
Enthusiastic
Brilliant
Hyperactive
Generous
Grateful
What they value
Family
People
Wealth creation
Giving back is paramount to us
Generosity is in our nature. The Fondation Noël au printemps was created to provides financial support to children with health challenges and their families.
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