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.

1

Create a LEGACY that transcends material value.

2

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

3

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

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Generosity is in our nature. The Fondation Noël au printemps was created to provide financial support to children with health challenges and their families.

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