A wealth management experience
I offer discretionary wealth management services to individuals and families with high net assets. Combining integrity, competence and transparency, I advocate an approach focused on risk control, taxation of investment income and a global vision of the financial reality of individuals. I offer all the necessary services for the efficient management of your wealth, including the services of:
- Discretionary wealth management;
- Investment advice;
- Tax planning;
- Succession planning.
Heritage protection is not limited to risk management and maximizing investment returns. My integrated approach to wealth management for an optimal level of strategic coordination while taking into account the tax and estate tax consequences on your family patrimony.
A valuable heritage, the best returns are not just financial.
