How Eric C. unlocked a situation everyone else considered impossible

"After several meetings with my private bank, my insurer, and my fiduciary, I had come to a kind of conclusion of failure. Everyone gave me their point of view, often very technical, sometimes contradictory, but no one seemed to really take the problem as a whole. I felt that they were dealing with parts of my situation, never the whole picture. When I started working with Jean-Charles, I immediately sensed that his approach was different. He didn't talk to me about products or ready-made solutions. He first took the time to understand my situation, my background, my constraints, and what I really wanted to do in the years to come. That alone was very reassuring. When the solution was proposed, I was very skeptical. Honestly, I found it hard to believe. The first letter I received from the AVS reinforced my doubts: it clearly contradicted what had been discussed. I thought that would be the end of it. But Jean-Charles didn't give up. He went through the file point by point, methodically and persistently. He discussed, argued, and reworded. Two weeks later, the situation was resolved and the solution approved. In the end, this represents savings of more than CHF 100,000 over three years. Of course, the financial result is important, but what struck me most was the commitment and ability to see things through to the end, where others had given up long before."

Eric C.

Former International Director who took early retirement