Financial Wealth Planning and Management

Are you looking for alternative investment opportunities? We can help plan and manage your financial matters and find alternative investment opportunities. Send us a message

Wealth structuring and inheritance planning

We can help you manage your family or your company's financial matters. In order to do so, we provide the following services:

• Counselling in the event of family-owned company transfers, or strategic merger and acquisitions;
• Reporting and consolidation of family assets, including real estate and direct shareholdings (private equity);
• Back-office (accounting / execution / controlling);
• Negotiation of banking services, credit and financing;
• Trading with banks and brokers;
• Negotiation of mortgages, credit lines, guaranteed loans, etc;
• Management and follow-up of all banking activities;
• Performance measurement;
• Cost analysis: structures, suppliers, banks, portfolios;
• Property rights management.

Investment opportunities

Helping you to have access to alternative investment opportunities is of utmost importance to us. Some areas that can be of interest to you are:

• Real estate consulting and advisory;
• Financial consulting and advisory;
• Art finance and advisory;
• Investment in classic cars;
• Investment in wine collections.