Passions, personal projects & impact
Integrate your passions, life projects, and commitments into a coherent wealth management strategy.
I will help you structure your personal projects and passion assets so that they fit seamlessly into your overall wealth strategy.
Passion assets—art, collections, exceptional vehicles, watches, personal entrepreneurial projects, philanthropy—occupy a special place in wealth. They carry history, emotion, sometimes significant financial value, and often deep intentions: transmission, meaning, impact, commitment.
Yet they are rarely integrated into wealth management strategies, even though they influence overall value, taxation, inheritance, and family organization.
The Passions, Personal Projects & Impact module helps you to provide a framework for the projects that are important to you, in order to secure them, give them meaning, and make them a lasting part of your legacy.
Assess your personal projects and passion assets in all their dimensions.
We begin with a detailed analysis, both emotional and financial:
- Inventory of passion assets: works of art, collections, rare vehicles, jewelry, valuables, personal projects.
- Analysis of characteristics: value, liquidity, risks, conservation, taxation, provenance.
- Reading of intentions: pleasure, transmission, investment, donation, inheritance, impact.
- Analysis of inheritance, tax, and asset implications.
- Identification of vulnerabilities (lack of documentation, poor conservation, legal risks).
Objective:
To understand the real and desired place of these assets in your life and in your estate.
Define the strategic framework that will respect your desires and values.
Based on this analysis, we structure the possible choices:
- Decisions between retention, sale, transfer, donation, or dedicated structuring.
- Developing an impact strategy: patronage, philanthropy, personal or family foundation.
- Put the financial and inheritance implications into perspective.
- Defining the role of these assets in your overall wealth strategy.
- Choice of specialized partners: art advisors, auction houses, philanthropy advisors, independent experts.
Objective:
Align your decisions with your values, your plans, and your family vision.
Secure, structure, and implement your personal and philanthropic projects.
I will support you in the rigorous implementation of your plans:
- Connecting you with specialized experts (art, philanthropy, collections, exceptional vehicles).
- Appropriate legal and tax structuring: foundation, management company, supervised donation, mandate.
- Organization of documentation: provenance, certificates, insurance, inventories.
- Implementation of philanthropic or impact initiatives.
- Regular monitoring to ensure consistency with your overall wealth strategy.
Objective:
To transform your personal projects into a stable, secure, and meaningful component of your wealth.
Would you like to structure a personal project or a passion asset?
An initial discussion often helps to clarify things: understanding your situation, identifying your challenges, and determining whether I can provide you with useful support.
A simple, confidential, and non-binding setting—just a conversation to move forward.