Services
I accompany you in managing and protecting your assets with customised, concrete and long-term oriented solutions.
Each service is born out of careful listening to your needs and results in a clear, tailor-made strategy.
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My method
SEM method
The approach I have developed and refined over the years delivers concrete, measurable and lasting results in asset management.
Each phase responds to a specific need!
Strategy
I analyse your situation and build a tailor-made plan to enhance and protect your assets.
Evolution
Solutions are adapted over time, following your changes and those of the economic environment.
Monitoring
Regular comparisons and customised reports allow you to stay up-to-date and calm.
My services for businesses
Financial solutions to grow your business
Every business has specific challenges and objectives. I offer tailor-made advice to help you manage liquidity, optimise company resources, protect company assets and plan for the future with targeted tools.
Strategic support to address every stage of the business cycle, from growth to generational transition.
Corporate cash management
Customised solutions to optimise treasury and valorise company inventories, always maintaining the right balance between availability and return.
All Risk policies for the enterprise
Protect your company's assets with comprehensive and flexible cover: prevention and security to deal with unforeseen events and ensure business continuity.
T.F.M. and Key Man
Protection and enhancement of the company's key human capital: end-of-service plans and insurance coverage dedicated to strategic figures.
Employee severance pay management
Solutions for efficient administration of accruing severance pay, with tax and social security benefits for the company and employees, while protecting long-term financial sustainability.
My services for private individuals
Customised strategies to enhance your assets
Every asset tells a personal story. I support you with tailor-made advice to protect, optimise and pass on your capital.
From portfolio analysis to succession planning, I offer tools and strategies designed for your real needs.
Heritage protection
Tailor-made solutions to protect your capital from unforeseen risks and ensure financial stability, also with a view to family and inheritance.
Analysis and investment solutions
In-depth portfolio assessment and customised investment proposals based on objectives, time horizon and risk appetite.
Succession and generational transition
Effective planning to transfer wealth in an orderly manner, reducing the tax impact and protecting family ties over time.
Tax optimisation of investments
Strategies designed to reduce taxation on returns and assets, with a constant focus on efficiency and sustainability.
Targeted solutions for complex requirements
Specialised services
In addition to classic wealth advisory, I offer vertical services dedicated to professional groups, special contexts and specific protection, planning and optimisation objectives.
Evolved Estate Planning
Tailor-made solutions to protect, enhance and pass on complex assets, with a strategic vision and highly efficient tools.
Generational Changeover Counselling
Support in the transmission of family wealth, with a focus on taxation, governance and the protection of generational balances.
Services for Doctors, Pharmacists and Notaries
Dedicated consulting for freelancers to optimise resources, protect capital and plan for retirement and generational transition.
Management of Structured Portfolios
In-depth analysis and customised strategies for assets over 1.5 million, focusing on funds, ETFs, TFMs and insurance solutions.
