Additional Financial Services

Much more than simply asset management
To stand by our clients and assist them at all stages of life and with all financial concerns
Providing adapted solutions with the most innovating tools and techniques.
Analysis of your global wealth situation, we provide you solutions for:

  • Estate planning
  • Fiduciary services
  • Establishment of trusts+foundations
  • Retirement and tax planning
  • Financial planning
  • Consolidation of various client portfolios