Every day, you manage the urgent. Together, let's plan for the important.
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 begin by understanding the future you envision for yourself and future generations.
2
Develop a customized plan
Plan each step and anticipate future challenges to simplify the management of your wealth.
3
Select the right partners
Assemble a bespoke team if experts tailored to your unique wealth reality, delivering personalized guidance and support.
4
Coordinate wealth management
Establish a cohesive 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 to ensure a clear understanding and pass on strong wealth management habits.
6
Planning the transition
Provide support at all levels to guide you through the transition, ensuring smooth collaboration between the generations.
In the interest of transparency...
Understanding our business model
Today, nearly 100% of our revenues are recurring, generated by 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 file.
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 forms the foundation of every lasting relationship. To gain 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. These collaborations have enabled 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 clients.
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