Get in touch
A first conversation commits you to nothing and concerns no product. It exists to understand your situation and determine whether our method answers it.
Booking a meeting
Prepare your meeting.
You introduce yourself first — then we line up the right topics. No account to create.
What we are asked most often
The short answers. The rest is said in person.
What happens at a first conversation?
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.
I am preparing the sale of my company: when should I contact you?
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.
Is there a minimum amount to become a client?
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.
Are you a regulated firm, and how can I check?
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.