Your wealth deserves a bespoke approach
Independent wealth management advisory firm on the Côte d’Azur. We advise families, entrepreneurs and business owners with comprehensive expertise, in complete independence.
Three pillars of exceptional advice
Total independence
No capital ties to any banking group or insurance company. Your interests are our only compass.
Open architecture
Access to every solution on the market. No in-house products, no preferred placements.
Bespoke approach
Every strategy is unique, built around your situation, your objectives and your personal history.
Comprehensive support
Investment Advisory
Rigorous selection of funds, ETFs, bonds and structured solutions in open architecture. Active monitoring and transparent reporting.
Find out more →Wealth Engineering
Comprehensive structuring of your wealth: holding companies, SCI property companies, division of ownership, Dutreil pacts. Every arrangement is tailored to your situation.
Find out more →Life Insurance & Protection
French and Luxembourg contracts, optimised beneficiary clauses, executive protection cover. Audit of your existing policies.
Find out more →Real Estate & Tax Relief
SCPI and OPCI property funds, bare ownership, direct property. Tax-efficient strategies matched to your profile.
Find out more →Your banker manages their interests. We manage yours.
An independent wealth adviser is tied to no banking group and no insurance company. That freedom is the first condition of advice that is objective, transparent and devoted entirely to your interests.
Discover our approach →« Independence is not a luxury. It is the precondition for wealth advice worth having. »
Solutions for every profile
Private clients
Wealth structuring, retirement planning, tax optimisation and succession for portfolios from €500,000.
Business owners
Holding companies, 150-0 B ter rollover relief, sale strategy, director remuneration and protection of business assets.
Riviera expatriates
Support for international residents: tax treaties, multi-currency accounts, cross-border structuring.
Succession
Gifts with division among heirs, Dutreil pacts, division of ownership, life insurance. Anticipating and optimising the transfer of your wealth.
Four steps to peace of mind
Discovery Meeting
In-depth listening to your objectives, your situation and your concerns. With no commitment.
Wealth Audit
Full analysis of your assets, tax position, matrimonial regime and legal environment.
Bespoke Strategy
Personalised recommendations with costed scenarios and the reasoning behind every choice.
Ongoing Support
Implementation, regular reporting, adjustments. Your situation changes, our advice adapts.
Independence is the first condition of objective advice.
Every recommendation is guided by a single question: is this in our client’s interest?
Our analysis and convictions
US GDP Q2 2026 and June PCE: what the data tells the Fed
Q2 GDP at +2.4 % annualised and core PCE at 2.5 %: the soft-landing scenario is confirmed, strengthening expectations of a first Fed cut in September.
Temporary usufruct: reducing wealth tax, transferring income and preparing succession
Tax valuation at 23 % per ten-year tranche (art. 669 of the French tax code): a little-known tool for reducing IFI wealth tax and passing assets on at lower cost.
IFI 2026: tax optimisation strategies for Côte d’Azur property owners
The €1.3m threshold, deductible debts, division of ownership: the optimisation levers available to property owners.
Let us take the time for a first conversation
A 30-minute discovery meeting, with no commitment and in complete confidence, to understand what is at stake for you and explore how we can help.