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Our expertise

Multi-family office

How can I organize the ownership and management of my wealth?

Anticipation is essential to achieving these goals. As a "conductor," we work hand in hand with you and your/our partners to help you make the right decisions.

What strategies should be defined to best protect my wealth and prepare for its transmission?

The Family Office mandate, like the Letter of Engagement, allows us to coordinate with your/our various partners (lawyers, notaries, fiduciaries, and bankers) to finalize the expected solutions. With our multidisciplinary expertise, our services range from wealth structuring to family governance, from financing solutions to real estate management, private equity advisory to philanthropic project development.

How do I (re)structure my family business for a future sale? When and how should I educate my children about managing family wealth?

These specific questions always require personalized responses that combine human relations, business relationships, and more technical relationships. Our mission is to structure, develop, and sustain your wealth independently while preserving family coherence in a long-term, intergenerational vision.