Our Values
Trust
With a family focus, we advise our clients over time, their assets not being managed operation by operation but from generation to generation. Therefore, we are not guided by short-term considerations, our goal being to support our customers in a trans-generational way.
Independence
Our philosophy is based on the total independence of our work. Our income comes 100% from fees agreed upon with our clients. We do not have any retrocession from banks, advisors, suppliers or others that are not disclose to the direct.
Transparency
Each wealth advice we propose is guided exclusively in the interest of the client.
Know how
Our multidisciplinary team has acquired more than 50 years at the service of the wealth of our clients on an international scale.
Efficiency
Like a bandmaster, we help our client maximize synergies between the various advisors and providers working for their assets.
Confidentiality
Tax transparency does not mean the end of banking secrecy, which is always protected in several countries in order to preserve the integrity of the family and its wealth.
International
Today more than ever, our clients and their heritage are facing international challenges, which is why we offer them suitable cross-border solutions.