ESSENTIEL
To clarify your situation and know exactly where to begin.
- In-depth discussion and situation review
- Identification of priorities and points of vigilance
- Personalised, prioritised roadmap
- Clear review of the next steps
Our plans
The right level of support,
at the right time.
The 30-minute introductory meeting is complimentary. Paid services begin with ESSENTIEL. Fees are defined after reviewing your needs and are not displayed in the questionnaire.
SIGNATURE
To build a complete strategy and receive support with implementation.
- Complete review of personal and professional matters
- Personal strategy and action plan
- Progress meetings during the assignment
- Coordination of the first relevant professionals
PERFORMANCE
To manage a wealth or property project involving several professionals.
- Wealth review and definition of the property project
- Feasibility review and preparation of procedures
- Selection and coordination of professionals
- Follow-up of key stages as the project progresses
ELITE
To receive regular long-term support while keeping a complete perspective.
- Personalised annual roadmap
- Regular progress reviews
- Updates following personal or professional changes
- Ongoing coordination of the relevant professionals
PRIVATE OFFICE
To organise complex wealth, family or international matters.
- Consolidated view of assets, projects and structures
- Fully bespoke organisation
- Coordination of a trusted circle of experts
- Enhanced availability and follow-up