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Private banking

Wealth Planning

Our approach

The wealth engineer will help you to organize your wealth legally and fiscally in line with your objectives.

 

This will be implemented and adjusted according to the evolution of your projects and the tax environment, in conjunction with your advisors, in France and abroad.

Every customer is unique, and our wealth strategies are designed to meet the specific needs of each.”

Stéphane Jacquin

Managing Director, Head of Wealth Planning

Global approach and structuring

We offer you a tailored wealth management strategy. We work with you to define ownership structures and provide advice on succession planning, family protection and family governance.

Implementation and monitoring

We coordinate the implementation of your wealth strategy with your advisors (notary, lawyer, chartered accountant) and our network of qualified service providers. Over the years, we adapt this strategy to changes in your situation and environment.

How do you pass on your assets to a minor?

7 key points for a successful business transfer

Accompanying each story

Your key contacts

Managing Director, Head of Wealth Planning

Stéphane Jacquin

Managing Director, Head of Wealth Planning
Wealth Advisory Manager

Karine Lecocq

Wealth Advisory Manager

Research & Insights

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