top of page
Image by Gloria Villa
IDENTITY
OUR “RAISON D’ÊTRE”

Our main purpose is to safeguard our Families’ assets and to preserve family cohesion, thanks to our very unique skills and approach to family wealth management matters.

​

Our business is solidly rooted in the following values:

  • Independence and integrity

  • Proactive approach, total availability and stability of our multi-disciplinary teams

  • International flexibility and mobility: we will assist you wherever your interests are

  • Discretion and confidentiality

  • Total alignment with the interests we protect and represent, based on a virtuous business model that structures our own development, by the quality of our advisory services

  • Open service architecture tailored to suit complex, international and multi-generational businesses, as well as wealth and family interests

  • Responsibility and exclusive expertise: we systematically take responsibility with the specialists we work with and only intervene if we can provide added value and relevant expertise. Consequently, we only work with the best specialists and ensure that their integrity and reputation, whether national or international, coincide with our values.

OUR ADDED VALUE

We are our Families’ “trusted partners” whose sole aim is to enable them to obtain consistent gains:

  • Financial gains (net of our costs): cost savings, monitoring of potential losses, improvement in risk-adjusted returns.

  • Time: families can delegate day-to-day wealth management tasks and focus solely on making decisions.

  • Peace of mind: not only do the families increase their control, but the decision-making and information processes becomes more objective and professional while confidentiality is increased.

OUR DIFFERENCES

Our families appreciate our unique features:

  • Our strong identity as a family investor

  • Our critical mass and ability to pool interests, costs and experience

  • Our international network of asset managers, advisors and families, patiently built up over time

  • Our team of highly experienced professionals serving some of the main European Families

  • Our resources and information systems.

bottom of page