9:30 - 18:00

Switchboard Hours Mon. - Fri.

+33 (0)4 90 72 33 52

Call Us For A Consultation





Professional Services


Professional Services

Our services cover quite a few professional areas.

Collectively, these services centre around what could be called ‘financial engineering’ since the aim is to structure each client’s net wealth in a manner that ensures security, growth and flexibility, and not only with regard to financial aspects, but also those of taxation and law.

The overall aim is to ensure that the client and their assets and income, along with any debts and expenses, are such that our clients are always able to protect the whole of the family, especially the surviving spouse in the event of the demise of the other, and whether today or tomorrow, and whether planned to not.

We do achieve this by ensuring that relevant laws are used to their full benefit, as are all fiscal concessions in order to ensure the most minimalistic fiscal liability.

Our advantage for those seeking one-off bespoke services is that with our much wider professional capabilities, anything we might do or recommend always takes into account its possible effects, just as it does how it may be affected.

More details of the specific services offered are available by accessing the relevant menu option besides.