Wealth and Real Estate Excellence, Without Compromise.

We typically work with families who hold financial assets, without a strict minimum. Each case is assessed based on its complexity and cultural fit.

 We operate under a fee-only model that combines an annual fixed fee with a percentage based on assets under advisory. We do not accept retrocessions or product commissions. A separate fee may apply for specific one-off projects across different areas. 

1.  A comprehensive assessment of your wealth and goals.
2. Joint design and approval of the strategy.
3. Coordinated implementation with your existing advisors.
4. Setup of your reporting portal and risk metrics dashboard. 

Yes. We integrate your existing accounts, funds, and vehicles into our reporting system to provide a consolidated view—without requiring any change of custodian.

 We comply with GDPR and adhere to the highest security standards. All data is hosted on encrypted servers within the EU, with access protected by multi-factor authentication and granular permissions. 

 We integrate ESG criteria throughout the entire process and can structure impact portfolios with verifiable metrics (SDG, IRIS+), reporting both financial returns and social-environmental impact.