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Designing funds for wealthy families

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Presentation

Dedicated funds to help families reach their long-term goals

We offer families looking for the best way to pass on their wealth to future generations, dedicated funds of which they are the sole owners. These bespoke investment vehicles also allow investors to consolidate their wealth in a single vehicle.

Our assets

Personalised assessment

We start with our clients’ goals and wealth structure, then design a fund tailored to their needs in terms of shareholder profile and number, investment themes, financial management, pricing and fund name…

All-round expertise

From fund structuration and management to wealth engineering and financial expertise, we continuously leverage our know-how to make sure our funds always meet our clients’ objectives: transfer, succession, asset consolidation…

Admin and tax support

Dedicated funds are powerful tax-efficient wealth management tools. We manage our clients' assets and advise them on the best way to improve the tax efficiency of their projects.

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Our dedicated funds

Found Net asset values Date of update

Tailor-made funds dedicated to the needs of our private clients.

Edouard de Grivel

Managing Director