PERSONALISED SERVICES
Notre activité, couramment appelée Family office, consiste à prendre en charge tous les besoins liés à la vie familiale de nos clients.
Notre indépendance en tant que conseiller en gestion de patrimoine; immobilier, Assurances nous permet d’orienter nos clients vers les meilleures solutions Loin de toutes contraintes.
Nous disposons d’une mise à jour constante de nos partenaires, cela nous permet de vous offrir une sélection des meilleures opportunités du marché et vous donne l’avantage de vous trouver la solution la plus adaptée à votre requête.
Each client is unique and needs a unique solution, tailored to their needs
15+
Years of experience
in this field
Real estate investment and development
Global citizenship and residence program
insurances & project financing
Life style CONCIERGERIE, Make every
detail perfect
Services
Our Services for Individuals
- Multi-Family Office
- Real estates portfolio transmission, estate planning.
- Insurance brokerage.
- Planning for domicile transfers in Switzerland or the European Union.
- Local partnership support.
- Real Estate Consultation and Expertise
- Specialists in prestige residential and Trophy commercial real estate.
- Expertise in real estate and property financing.
- Guidance for your investment projects.
- Continuous selection of the best market opportunities.
- Family Business Advisory
- Consulting services for family businesses.
- Trustee Services
- Coordination of professionals.
- Global Asset Allocation and Investment Strategy
- Consulting Services
- Analysis of insurance brokerage
- Retirement and sufficiency planning.
- Aircraft, art, and yacht insurance.
- Philanthropy
- Real Estate Management
- Property management.
- Debt and mortgage structure and analysis for bank financing.
