Our mission is to support individuals and households, whether traditional or alternative, same-sex or de facto couples, or simply life partners, each time they need to make strategic life-affecting decisions and choices, such as setting up a family and protecting the household, with a special focus on safeguarding the integrity of affective and property relationships, the people involved and their assets. From one generation to the next, through succession planning, especially with a view to protecting minors and the weaker parties.
Highly specialised professional support is required to make sense of the wide range of legal possibilities and instruments for achieving the wishes and desires of individuals and households, in order, for example, to identify which trust services or insurance policies can provide the best guarantees to people and afford the most effective protection of their assets.
Our professional services can extend to the management of the day-to-day aspects of wealth and asset management, which many individuals or households are unable or unwilling to tackle, for a number of reasons, and therefore prefer to engage competent professionals to do the work on their behalf.
We take care of structuring wealth, on behalf of individuals and households, according to a global and “turnkey” approach, including in our professional activities partnerships with long-standing consultants, in view of the achievement of a common goal.
Our scope also includes taking care of cherished pets, to make sure that they are adequately taken care of and provided for when the owner passes away.