Established in 1983


Our group has been providing multi-family office services to UHNWI, HNWI, their families and enterprises for the past forty years.
The group has a dedicated in-house team of specialists and a well established international professional network, able to meet the changing needs and demands of our clients. Our business provides for the bespoke expertise and state of the art solutions to the challenges our clients face.

Private Wealth

We build long-lasting relationships with our clients and simplify their life at every stage. We help them manage their non-bankable assets and design customized solutions for their unique needs.


Thanks to our extensive network of professional partnerships, we support our clients with tailor-made private and professional luxury lifestyle management assistance. Our services range from trusts, to real estate management, yachts, art, corporate and legal services, accounting and general administrative services.


Among others, we have strong expertise in managing non-bankable assets, our solutions include:


  • real estate selection, acquisition, management and sale
  • sourcing of prestigious homes, châteaux, vineyards
  • yacht and aircraft registration and management
  • classic cars collections
  • personal luxury assets such as pieces of jewelry
  • consultancy for the purchase of works of art


Thanks to their entrepreneurial background, our partners  understand our clients’ unique requirements as businessmen, individuals and family members. We re-shape our services to their particular needs.


Building on the values of independence, discretion and trust, clients may use the following services for their families:


  • secretarial services and general administrative procedures
  • managing day to day financial needs, cash requirements and bills
  • school tuition fees and assistance to children
  • health insurance, family governance and care
  • household employees management (including wage calculation and payments)
  • work and residence permits, citizenship and visas
  • family governance, in relationship with the wealth planning practice, to enable efficient transfer of the capital and the values of the families


We can assist you in sourcing, overseeing and managing private and non-bankable assets such as homes, planes, boats, cars and art:


  • real estate selection, acquisition, management and sale
  • sourcing of prestigious homes, châteaux, vineyards; off-market sourcing
  • yacht and aircraft registration and management
  • classic cars collections
  • personal luxury assets such as pieces of jewellery
  • consultancy for the purchase of works of art and building your own collection
  • insuring property (buildings, vehicles, paintings …)


We are the ideal partner for small to medium-sized companies which we help in a variety of domains:


  • set-up, formation, incorporation and re-domiciliation
  • governance, management, control and ongoing administration
  • professional directorship (exec and non-exec), protector and trustee services
  • bank account opening, managing and monitoring
  • corporate and financial planning, structuring and restructuring
  • financing, local or cross-border mergers, acquisitions and disposals, listings, valuations
  • human resources, payroll, accounting and financial control
  • audit, regulatory, tax, legal, compliance and reporting
  • personal and corporate accounting, payroll, budgeting and cash-flow management


The wealth planning practice takes into consideration the personal, financial, legal and fiscal situation of our clients by exploring the following options:


  • inheritance, succession and estate planning
  • legal services
  • tax planning
  • life insurance and other insurance contracts and protection
  • preparing family agreements and charters, family mediation
  • establishing and administering trusts and private foundations
  • setting up funds, certificates or holding companies
  • assistance in relocation to countries with more favourable tax regimes


Our group is active advising on philanthropic activities, charities and setting up foundations. Based on your aspirations and values, we give substance to them by:


  • creating charitable trusts and foundations
  • managing and monitoring projects
  • organising events and collecting funds
  • devising meaningful ESG (environmental, social and governance) investments