Wealth Strategy

Aligning assets, business and life trajectory.

You have built companies, assets, and projects across several countries. The key question now is : is everything truly aligned with your life, your risks and your long-term goals?

We help you structure and align your overall wealth with your business, activities, locations and long-term objectives.

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Which leaders and families is this for?

We support CEOs, entrepreneurs, independent professionals and families who have built assets in several countries or structures — and for whom complexity has become an issue in itself.

The goal is not to “redo everything” but to regain a clear global view and to bring alignment between your wealth, your business and your life.

Typical profiles

Leaders with several companies and equity stakes in different countries
Entrepreneurs living across multiple geographies (Europe, Africa, Middle East…)
Enterprising families with real estate, business assets and financial portfolios
Founders preparing for a partial or full exit

What we do concretely

Together we build a comprehensive map of your wealth: companies, equity stakes, real estate, liquidity, contracts, commitments, locations, marital regime, family projects… to clarify your real starting point.

Our work typically covers

Detailed mapping of your business and personal assets and liabilities
Alignment with your business strategy and risk profile
Preparation of key milestones: growth, exit, succession, reinvestment
Consistency with your life trajectory (time, place, family, projects)
Coordination with your advisers (lawyers, tax experts, notaries, private bankers)

A founder / CEO lens on wealth, not just products

We approach wealth from a dual angle: entrepreneur / leader and financial architecture. The objective is not to push products, but to secure your overall trajectory.

1. Map

Make your assets, liabilities, flows, commitments, risks and opportunities visible.

2. Align

Bring coherence between wealth, business, tax, mobility, family and projects.

3. Decide

Identify a small number of structural decisions over 12–36 months and how to execute them.

When is it the right time to do this?

The right time is often when complexity begins to weigh on your decisions, your energy or your family dynamics.

Typical situations

Before or after a significant exit (partial or full)
Before moving abroad or returning to your home country
After several years of growth without a global wealth architecture
When a major life change is on the horizon (health, family, transition…)