A tailor-made service, dedicated to each family:

• Personalized study for each customer, based on several interviews
• Each financial asset allocation is unique
• All our recommendations are made in writing
• Our asset allocations and fund/manager selection are adapted as often as required by the environment, changes in the client’s situation or objectives
• We are at the disposal of our customers according to their availability
• We can arrange telephone appointments from morning to evening, every day and even at weekends
• Each customer’s reporting is customized to minimize the time spent understanding their dashboard data and the parameters of greatest interest to them
• We act as a platform for coordination with our customers’ tax and legal advisors to simplify their lives, reduce the time they spend on their financial assets and improve the consistency of the system