MEET OUR FAMILIES
Tailor-made solutions for your family
Professionals or individuals
High Net Worth
Individuals
Do you want to ensure the protection and transfer of your wealth across generations? We provide guidance and support you in preserving your legacy, consistently safeguarding your interests and goals. We focus on training the future generations and implementing your desired transmission strategy.
Monegasque, French or International
Group
Executives
Are you evaluating the impact of a potential investment, the sale of an asset, or the refinancing of an existing holding? Do you aim to develop, consolidate, sustain, or transfer your wealth? We provide our global, comprehensive, and cross-disciplinary expertise, ensuring that your wishes are fully respected by all involved professionals.
VSE, SME, SAS, SAM, SARL.
Business Leaders
High growth entrepreneurs and established business leaders, we provide advice and support to secure what you have built. With your professional activity as the cornerstone of your wealth, we collaborate to create a tailored wealth strategy that aligns with your goals and aspirations.
Private equity, investment funds
Investors
Diversifying your assets by investing in projects with varying maturity levels is a strategic approach that requires careful risk assessment. In alignment with your defined wealth strategy, our teams focus on securing and growing your assets by advising on the diversification of your portfolio components: real estate assets, equity projects, lifestyle investments, and more.
Footballers, basketball players, pilots
Professional Athletes
We support you at every stage of your career to ensure that your future is secure and your assets are protected both during and after your professional journey.
Fintech, greentech, digital, service or industry
Start-up
Whether you are a serial entrepreneur, pre-seed startup founder or an established venture seeking finance and investment, we can help you turn your plans and ambitions into reality. Whether you’re just starting out or an experienced entrepreneur, whether your venture is a simple endeavour or part of ambitious, innovative and scalable projects, we pre-select opportunities based on your expectations and objectives.