We advise families, entrepreneurs and wealth-holding structures seeking to coordinate their insurance, pensions, financing and asset-protection needs.
ASK FOR ADVICECoordination of needs relating to trusts, foundations and other family structures with the relevant specialists.
Providing the next generation with the knowledge needed to understand and prepare their wealth-related decisions.
Risk analysis and coordination of solutions designed to preserve personal and family assets over the long term.
A comprehensive view to help family members make financial and wealth-related decisions.
Comparison of solutions and negotiation of fees and terms with financial institutions and insurance companies.
Some family or professional situations require specialized insurance. We analyse each risk and seek suitable coverage from experienced partners.
Discover our private insurance services
Family & structures
A comprehensive view of the family’s insurance, pension, financing and professional partners.
Transportation of goods
Coverage for goods during transport or storage, tailored to the activity and risks.
Protection for directors and officers
Protection of personal assets and coverage of defence costs in accordance with the policy terms.
The starting point is a map of the people, structures, assets, contracts and advisers already involved. This summary reveals dependencies between family and professional matters without duplicating the work of existing specialists.
Together with the family, we define what information may be shared, who is involved in each decision and what approvals are required. This framework protects confidentiality, clarifies responsibilities and enables efficient discussions with banks, insurers, fiduciaries, notaries and legal advisers.
Coordination does not replace specialist expertise. It connects recommendations, highlights different assumptions and helps the family assess the practical effects of a decision on protection, liquidity, financing or succession.
A periodic review updates values, beneficiaries, mandates and priorities as the family or its structures change. Earlier decisions therefore remain understandable, documented and aligned with the objectives set for future generations.
“As independent experts, we advise our clients with their best interests in mind.”
We bring insurance, pension planning and financing together in a single analysis to make your decisions and formalities easier. Our role sits upstream of wealth management: we coordinate protection and financing, then work with your tax advisers, notaries and asset managers.
Personalized support to coordinate the family’s needs and maintain a comprehensive overview.
Collaboration with recognized specialists when your situation requires additional expertise.
We discuss the matters relating to your family, structures and assets in confidence in order to define the right advisory framework.