My support

Before any recommendation, understanding is essential.

This first step aims to establish a comprehensive overview of your wealth situation by identifying your assets, liabilities, cash flows and objectives.
The challenge is to lay the foundations of a coherent strategy, aligned with your real needs and your family dynamics.

We carry out a comprehensive wealth audit and a critical analysis of existing structures (insurance policies, holding companies, trusts, etc.) in order to assess their relevance and consistency with your tax situation and succession plans.
Our approach also has a strong educational dimension: enabling you to understand the tools at your disposal, how they work and their implications.

As each situation is unique, we take into account human and relational aspects — whether family-related, legal or banking — to establish a clear and shared framework for discussion.

After understanding comes the time to choose.

This stage aims to turn understanding into action by supporting decision-making based on an objective perspective, clear comparisons and fully assumed trade-offs.

We develop various strategic scenarios — business exit, expatriation, succession — and analyse their financial, tax and family implications. Each option is assessed from a holistic perspective to ensure long-term coherence.

Our role is to provide a neutral and structuring viewpoint while facilitating dialogue between your key partners (bankers, notaries, family offices, etc.). We ensure that each decision takes family balances and relational sensitivities into account.

The objective: to transform complexity into clarity and enable you to move forward with confidence.

The Act phase brings strategic choices to life.
It ensures that each decision is implemented smoothly, reliably and in full alignment with the original objectives.

We coordinate all stakeholders — banks, lawyers, fiduciaries, family offices — to ensure seamless execution. Each action is managed methodically: clear briefs, support during negotiations, and long-term strategic follow-up.

Because wealth evolves over time, we remain involved to adjust structures when circumstances change (sale of assets, divorce, succession, etc.) and to preserve overall coherence.

When necessary, we also facilitate family discussions in order to anchor decisions within a shared framework that is understood and accepted by all.