The life your wealth makes possible.

A single point of contact who coordinates a family’s wealth as a whole rather than one product at a time: allocation, taxation, real estate, transmission, protection. The method of the House goes back to 1879, the year Simon SULKOWSKI set down the first rules for preserving and passing on the family’s wealth. They had one audience then: the family.

We are neither a bank nor an insurer. The architecture is open: the House’s own solutions are only part of it, and are only put forward when they answer your situation. The method is the same whatever the amount, and one person follows the file from one year to the next.

No. The advice and the ongoing work are subject to no minimum amount. We do not segment families by entry ticket: the method applied to long-established wealth is the method applied to a first structured capital. The same requirements, the same controls, the same questions asked.

In four stages, each closing on a written deliverable: listening and framing, which ends in a letter of engagement; the diagnosis, which produces the wealth review; the recommendations, which produce the road map; then continuous stewardship and its quarterly reporting. We begin with the inventory, never with the solution.

Twelve disciplines. Four core practices: wealth advisory, wealth management, family office, expatriation. Eight services extend them: wealth engineering, protection and provision, retirement, taxation, private markets, real estate, insurance, concierge. One person coordinates the whole.

No. We coordinate notaries, lawyers, accountants and bankers; we do not replace them. Our role is to keep the whole coherent, and to see that every decision is set down in writing with its reason, the option set aside and the date.

Yes, expatriation is one of the four core practices. Residents, expatriates, non-residents: tax treaties, accounts held abroad, returning to France. Wealth that travels, we follow, and the meeting is held by video call wherever in the world you are.

Before the proceeds arrive. The proceeds of a sale have to be structured before they are received, not after. A sale is one of the three situations we handle most often, with the passing of wealth from one generation to the next and the reorganisation of an estate built up by accumulation, without architecture.

Yes. A Conseiller en Investissements Financiers registered with ORIAS under no. 24005930: the register is public and the registration can be checked online at www.orias.fr. AMF no. GN-AMF 30497, under the supervision of the Autorité des Marchés Financiers. A member of the CNCEF, a professional association approved by the AMF.

It commits you to nothing and concerns no product: it serves to understand your situation and to establish whether our method answers it. By telephone, by video call, at the office of one of our advisers anywhere in France, or at your home. We reply within 48 working hours.