Our services
8 complementary occupations
Strategy
We help leaders define a clear and ambitious path to guide their choices, structure their development and maximize their growth potential. Our approach combines strategic analysis, economic modelling and concrete action plans designed to be immediately actionable. Objective: to transform the vision into measurable and sustainable results.
Family Office
We support entrepreneurial families in the structuring, management and transmission of their wealth, ensuring the alignment of economic, human and generational interests. Our approach integrates family governance, investment strategy, estate planning and heir education. In conjunction with the trusted advisors, we ensure discreet and effective coordination to ensure the sustainability of capital and the founding values of the family.
Mentoring of leaders, entrepreneurs
We support leaders, potential and transitioning talents in sensitive or transformative contexts.
This arrangement strengthens governance, decision-making and coherence between leadership, strategy and shareholding.
Confidential and pragmatic, mentoring supports managerial stability and collective performance.
Tax & legal structuring
We advise management and shareholders on complex tax and legal issues, with a high economic or asset content. Our role: structuring, securing and coordinating arrangements with external advisors. An integrated approach for effective, coherent and sustainable solutions.
Financial Advisory
We support executives and shareholders on key transactions: sale, acquisition, fund raising, engineering, valuation and treasury.
Our approach combines rigour, heritage vision and value creation.
Each mission is tailor-made, carried out with discretion.
Private management for liberal professions
We support doctors, dentists and health professionals in the overall structuring of their activities and assets with a single dedicated contact.
Our approach integrates financial management, tax optimization, transmission and coordination of advice, for greater clarity and efficiency.
Objective: to combine professional performance and personal serenity, without multiplying the steps.
Additional services for accounting firms
We help your clients to structure their treasury, assets and key decisions, in perfect complementarity with your missions. Our expertise strengthens your advisory role, enriches the customer relationship and generates additional revenue without mobilizing your internal resources. Objective: to promote your firm as a strategic partner with high added value.
Audit IT & Due Diligence Digitale
We help managers to evaluate, secure and value their IT environment in a logic of performance and strategic decision. Our approach identifies risks, measures digital maturity and aligns information systems with growth challenges. Upstream of operations or in the transformation phase, we make digital a structuring and differentiating asset.
