Our philosophy: Plan the worst hope for the best.
As we are firmly customer-oriented and not product-oriented, we place a great deal of importance on actively listening to: Who they are? What values do they hold? What are their visions and expectations for the future? It is this in-depth understanding that helps us to support them in the most effective way possible in the implementation and optimization of strategies, methods and tools that are useful and necessary for the realization of their projects to give or restore meaning to their patrimony.
In our opinion, patrimonial coaching also involves the ability to support them in areas where they do not feel at ease, to foresee for them the issues and situations that they have not necessarily contemplated on their own.
It is critical for us that our customers are never caught off guard. We therefore take great care to keep them fully informed, and to ensure that they understand the ins and outs of the decisions taken.
More than the so-called financial management of their assets, our modus operandi is based on a few key words: Support, Anticipate, Plan, Act, Measure, Verify, Inform.
Our experience and network enable us to forge bridges between our clients and the institutional world, allowing us to have de facto access to “off-market deals” and thus to customize investment strategies as efficiently as possible.
If you share this vision…