Each stage of an entrepreneur’s life and career has its own unique characteristics, and requires optimal asset structuring. The aim is to strike the right balance between risk-taking and capital preservation, recurring income generation and value appreciation, as well as between investment and asset distribution.
Asset allocation is designed to take into account all our clients’ personal and professional assets, taking into account their age, expectations and objectives.
We support entrepreneurs and owners of very large estates in making strategic decisions related to:
Their family business
: cash management, dividend distribution, securities transactions, mergers and acquisitions, asset transfer.Their portfolio of listed assets
, managed by financial service providers.Their equity or private debt holdings
, particularly in private equity and private debt.Their real estate investments
, whether income-generating assets or development projects.Their exceptional assets
, including precious metals, wines and spirits, works of art and classic cars.
