Our Services

A personalized and pragmatic approach to legal and tax issues relating to the structuring, valuation, and transfer of your portfolio. Our wealth planners help you to make the right decisions, in cooperation with your usual advisors.

Entrepreneurs/Start-ups, Family shareholders, Shareholding executives:

• Structuring of capital and governance (holdings, shareholder agreements, choice of structure, etc.)

• Proactive solution in LBO or transfer

• Switches between professional and private portfolios

• Organization of the ownership of business real estate

International mobility :

• Real estate investments

• Wealth planning transfer

Private area:

• Analysis and structuring of real estate and financial assets

• Protection of family (life insurance, protection mandates, matrimonial property regime, etc.)

• Transfer over one or more generations

• Life assurance: drafting personalized beneficiary clauses

Philanthropy :

• Definition of the need according to your projects, support in choosing and setting up a philanthropic
vehicle (foundations, sheltered foundations, endowment funds, etc.) or in making donations

• Tax, legal and financial aspects

• Sharing experiences, connecting with philanthropists or other specialists

We offer life insurance solutions which combine investments with tax efficiency, assets protection and transfer benefit.

French or Luxembourg open architecture contracts:

• More appropriate individual agreement

• Considering a potential international or cross-border environment.

• Tax efficiency

• Capital availability

Wide range of management types and assets:

• Discretionary portfolio management

• Advisory management

• Structured products

• Private equity

• Real estate

• Capital guarantee in euro funds

• Specialised Insurance Fund / Dedicated fund (equities/ETF…)

We offer high-quality solutions to diversify your assets and delegate your portfolio management to seasoned financial market professionals.

We develop tailored investment strategies aligned with your unique financial objectives, tax considerations, investment horizon and risk profile.

Our portfolios are built under the supervision of our investment managers, using open-architecture financial instruments and carefully selected listed securities.

Our approach promotes international diversification – investing in equities beyond Europe – as well as thematic investment choices and disciplined monitoring of the bond market across all segments (investment grade, high yield, sovereign, etc.), all of which support sustainable, longterm performance.

Additionally, our team can assist you in defining a bespoke management policy tailored to your individual requirements as part of our dedicated service offering.

Our financial market experts will support you in your investment decisions. You benefit from personalized, proactive advice , while remaining the sole decision-maker in your choice of investment opportunities.

This offer allows you to :

• Access to a dedicated advisor

• Keep control of your investment decisions

• Have direct access to all asset classes, international equities, external funds, Richelieu funds, bonds, ETF, structured products (tailored by a dedicated team)

• Experience tailor made investment advices

Your portfolio manager will offer you specialized investment expertise that meets your long-term wealth plan.

We support our clients in making strategic decisions related to financing, as well as mergers and acquisitions (M&A).

Structuring financing solutions:

– Equity – We help companies consolidate their equity to finance growth and acquisitions.

– Private debt – We assist companies in issuing and placing private debt.

– Restructuring – We support companies in analyzing and optimizing their financing solutions, including asset mobilization.

– Alternative financing – We support our customers in structuring alternative financing via asset-backed financing, in particular by implementing securitization mechanisms.

Mergers & acquisitions:

– Sale mandates – We advise management teams on the sale of their company, subsidiaries or group activities.

– Acquisition mandates – We support companies in their external growth strategy, by identifying and contacting relevant acquisition targets.

Strategic advisory:

• We partner with companies and institutions to define their growth strategy and design related business plans.

• We optimize financing strategies and implement smart alternatives.

We cultivate close relationships with our clients, offering the agility and
responsiveness that are essential in complex financial operations.