You manage what’s pressing daily. Let's plan what’s important together.
Our approach is designed to simplify day-to-day asset planning and management.
1
Understanding your reality and your vision of the future
Every family is unique. We start by understanding the future you want to create for yourself and future generations.
2
Create a customized plan
Plan each step and anticipate future challenges to simplify the management of your wealth.
3
Select the right partners
Assemble a tailored, multi-expert team that takes your wealth reality into account and provides you with custom support.
4
Coordinating wealth management
Provide a continuous management framework, advising you on key decisions and overseeing the implementation of your wealth plan.
5
Passing on, having, knowing and being
Sharing our knowledge and expertise with you and your family members to ensure a clear understanding and pass on good management habits.
6
Planning the transition
Offer support at all levels to accompany you through the transition, ensuring that collaboration between the generations proceeds smoothly.
For the sake of transparency...
Understanding our business model
Today, nearly 100% of our revenues are recurring, coming from revenue-sharing agreements with our partners:
Investments
Group insurance
Personal insurance
Commercial insurance
In certain cases, we refer our clients' personal insurance needs to our partners, with whom we share commissions.
Most of our time is invested in adding value to each of our relationships.
By helping you ask the right questions, establishing priorities, optimizing your investments and their tax implications, and coordinating with your professionals the seamless implementation of these strategies to bring you greater clarity and peace of mind.
How does remuneration work?
It is our policy not to charge a fee for the time invested in analyzing and preparing your case.
Our remuneration comes mainly from commission sharing or management fees with our partners.
In this respect, when you work with GNR, we have the expectation that financial products or investments will largely be underwritten through us.
Some of our clients also entrust us with more specific mandates. For business continuity consulting, accompaniment, coordination or coaching services, GNR has a compensation plan based on an hourly rate of $500/hour.
GNR's confidentiality and privacy policies
Transparency is the foundation of any lasting relationship. To get a complete picture of your situation and provide you with solutions that reflect your reality, the exchange of information is essential. We coordinate with the various professionals involved, and produce the necessary documents when required. The information you entrust us remains strictly confidential and cannot be disclosed without your authorization.
AMF-compliant partnership agreements
Over the years, we have developed relationships with a number of financial professionals. Our complicity has led us to develop legal and financial agreements to effectively manage our interrelationships. These agreements comply with the rules required by the Autorité des marchés financiers (AMF), and involve no additional costs for our customers.
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