Independence is a bond between us.
We define a tailored wealth strategy to structure, manage, monitor, and grow your wealth in your best interests
As a dual-practice advising individuals and businesses, we offer a comprehensive range of services to diversify and enhance your assets within an appropriate legal, wealth, and tax framework.
To do so, we carefully select high-performing solutions from our trusted partners, including insurance companies, banks, and asset management firms, to meet your needs.
our method
our solutions
4 steps to establish your wealth assessment.
Solutions tailored to your needs.
Jean-François BROCHE
President - Founder
"The announcement from the Bank of France is significant: approximately 1,355 billion euros are sitting in bank accounts in France. In a context of persistent inflation, it is essential to consider prudent investment strategies and plan for the management of your wealth."