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.

1

Create a LEGACY that transcends material value.

2

Optimize HERITAGE management of your financial assets based on a multigenerational vision.

3

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

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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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