We map your entire wealth situation — legal, tax, financial — to build a strategy that passes on, protects and grows in value across generations.
Wealth reads like a landscape: it has its history, its layers, its points of support. Before any recommendation, our advisors map your entire situation — legal, tax, real estate and financial — to build an effective diagnosis and never isolate a decision from its broader context.
From the first meeting to long-term support, each step builds on the last — like the rings of a single tree.
A no-commitment conversation to understand your situation and life goals.
We model your wealth and identify the levers relevant to your projects.
Reasoned, figure-backed recommendations suited to your profile and time horizon.
Ongoing guidance, revisited at every key stage of your financial life.
Wealth generalists, we bring together law, tax and finance across each of these topics.
Life insurance, PEA, brokerage accounts, wealth management and sustainable finance.
Rental property, SCI, SCPI, bare ownership — building tangible wealth.
Retirement review, PER pension plans, buying back quarters, working while retired.
Wealth tax (IFI), income tax, real estate tax breaks — optimising within a legal framework.
Compensation, social protection, surplus cash, business sale.
Planning ahead, protecting loved ones and organising your estate with peace of mind.
Ten questions, five sections — family, wealth, budget, sustainable finance and investor profile — to prepare a useful first conversation.
Our wealth management advisors combine technical rigour with clear explanations, making complex legal, tax and financial topics accessible. Every client has a dedicated point of contact, directly reachable, who knows their full situation.
A team that takes the time to explain every recommendation, with no unnecessary jargon.
Consistently sound advice, with a constant focus on client satisfaction.
Ten years they've been managing our wealth — we're very happy with the follow-up.
A pleasant, professional firm, with relevant and regular advice.
CGP Gestion Assistant