Your assets should be organized into investment pockets assigned to specific objectives and liquidity horizons, taking into account a number of constraints related to your situation and future plans. It is essential to develop an “investments/objectives” matrix and, based on this, to draw up a business plan for your assets in order to verify the achievement of your objectives in realistic and pessimistic scenarios (stress testing promotes informed decisions). Our expertise allows us to incorporate serious assumptions about returns, risks, liquidity, and financing into these business plans. This work of allocating assets among different investment categories will then lead to the development of a strategic execution plan and precise specifications for each type of investment to be sought. We help you gain a clearer picture of the existing situation and make informed decisions based on highly accurate and realistic projections. Everything is tailor-made for you, based on your needs. Once you have made a decision, we rigorously implement the strategic execution plans developed jointly with you. Deciding how to reinvest the proceeds from the sale of a business, an inheritance, cash from the sale of real estate, etc. requires thinking ahead about your objectives, but also understanding—before any legal or tax structure is put in place—the various reinvestment options available and their advantages, disadvantages, and risks.

We execute your strategic allocation methodically and transparently, ensuring alignment with your objectives. Our operating principles and business model enable us to work with all asset classes and across all geographic regions, identifying the most relevant opportunities and the best managers, while ensuring you have the most direct and cost-effective access possible. We monitor all your investments (listed finance, private equity, managed real estate, venture capital, private debt, infrastructure, litigation finance, crypto, currencies, direct real estate, art and collections, forests, etc.). We consolidate these in wealth reports in order to regularly check that the objectives defined for each investment pocket are being met, to control costs, and to gain a strategic overview. Beyond the traditional indicators (performance, risk, liquidity, etc.), we create customized indicators that we believe are most relevant to your situation. We conceptualise, research, structure, organise and supervise all investment strategies, including the reinvestment of proceeds from disposals.

We have designed a comprehensive range of services to enable you to invest directly in real estate while remaining as passive as if you were investing in a real estate fund managed by a management company. We proactively develop, study, (re)structure, arbitrate, and monitor your real estate assets. Specifications and business plan: after defining the search specifications, we work on the legal and tax structure and carry out numerical simulations for each project in order to incorporate them into the business plan for your assets and gain perspective on the relevance and feasibility of the projects. Search for opportunities: opportunities are a matter of networking and the credibility of investment projects. Our professional approach allows us to position ourselves in the market to seize opportunities. Work: We work upstream on estimates, their inclusion in numerical projections, and consistency with objectives (yield, energy performance, rent revaluation, type of rental, resale project, etc.). We are your eyes and ears on the ground, monitoring the progress of the work and ensuring it is carried out properly. Rental management: when you buy an investment property, in the absence of a co-ownership and therefore a property manager, traditional rental management is not enough. We have developed a comprehensive service tailored to our clients' profiles.

With a network of dozens of French and international banks, we have extensive experience in complex financing. We seek out the most advantageous financing solutions on the market for you, based on your situation and the object to be financed. Some examples of financing requests : investment property in the South of France, financial guarantee for an asset-liability guarantee in the context of a business sale, vacation property in a Swiss ski resort, loft in Hong Kong via a Lombard loan, etc.

The Family Office is above all about being able to respond to any request. Anticipating a complex international succession, creating a hotel group and passing it on, organizing and developing a private real estate portfolio, supporting a spouse in a change of life trajectory following a cash-out, supporting an expatriation project, bringing children together around an impact investment project, informing and educating the future generation—these are just a few examples of requests from our clients.

We collaborate with your advisors (lawyers, notaries, tax specialists, accountants, etc.) to provide a comprehensive approach to family and wealth management, enhanced by our wealth planning tools and financial projections. We help you make decisions and monitor them over the long term, concerning the structuring, organization, and transfer of your assets and companies, as well as the protection of your family in the event of incapacity, death, etc. We ensure that the chosen arrangements are put in place, in conjunction with your long-standing advisors and any other advisors we may recommend if necessary. Whatever the subject, we model the impact of the advice provided, in figures and diagrams, with a global vision.

To enable you to focus on what matters most, we take care of the administrative tasks associated with managing your assets. Because each client is unique, our services are tailored to your needs: mail management, insurance monitoring, bank account monitoring, budget planning, document archiving and centralization, relations with social security agencies, property rental management, family business administration, assistance with personnel monitoring and management, mail forwarding, relations with government agencies, management of contractors, security of property and people, etc.