Asset allocation

We help entrepreneurs allocate their assets according to the development stages of their project. By linking the company’s financial needs with the creation of asset value, we optimize returns while controlling risk, with a strategic approach tailored to their growth objectives.

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.

Protecting heritage and creating value

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 holdings in equities, unlisted assets or 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.

Our comprehensive, tailor-made approach enables us to optimize asset allocation in line with our clients’ ambitions and living environment.

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