How we are paid (fees or commission rebates) is set out from the very start of our engagement.
Our relationship is built on clarity, trust and transparency. You are informed of the nature and amount of any remuneration we receive on the solutions proposed, throughout the life of your contracts.
Because our remuneration does not depend on the performance of your investments, our advice is guided solely by your objectives and your situation.
Clear fees, regular reporting, no conflicts of interest.
Analytical rigour, demanding selection, high-quality advisory.
Discretion is at the heart of our relationship with each family.
We think about your assets over the long term, across generations.
A full picture of your financial, tax and family situation.
Quantified objectives and a written roadmap, agreed with you.
Solution selection and coordination with your notary, lawyer and accountant.
Annual review, reporting and adjustments as your situation evolves.
Based in Libourne (Gironde), we meet clients in person across the Bordeaux region and the Basque Country.
We also advise families and business owners by video call throughout France and internationally.