We view each client as if they were our first.
Medical and other established professionals and wealthy retirees
These are our core clients. They value a team of experts, quick on execution and able to explain complex concepts in simple terms.
Long-term relationships
We choose to work with a limited number of clients to prioritize a strong relationship based on trust. Each interaction is an opportunity to learn more about your interests and projects, both professional and personal. This proximity enables us to offer you financial planning that is perfectly aligned with your values and ambitions.
Synergy
We are your main point of contact to support all financial decisions. We coordinate exchanges between your team of professionals such as accountants, notaries, or tax specialists, alongside our in-house specialists. Our turnkey service enables us to create an ecosystem where everyone's skills are optimized to save you time.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
