A neutral appraisal for a clear insight
Transparency is key when it comes to your wealth
Be decisive with every aspect of your portfolio.
COMPREHENSION & TRANSPARENCY
We keep you aware of the status of your investments and provide you with sound elements.
DETECTION of ABNOMALITIES
Consistent tracking of hidden fees, errors, risks, fraud, allocation, etc.
CONSOLIDATION of YOUR ASSETS
Financial investments, real estate, collections, art.
Consolidation - Expertise - Analysis
Our risk staging allow you to be pro-actively prepared to financial markets erratic behaviors and think through efficiently your presence on the market.
Tracking & Performance
Our utmost mission is to demonstrate with sound elements what contributed to your performance.
Fees & Taxes
We monitor and report the fees and taxes you were charged following your custodian agreements and fiscal status/domicile.
We can keep track of all your financial transactions and money flows and can consult them at any time (ie. handover of power).