Initial Exchange
A two-step process designed to establish a clear, structured view of your situation.
Pre-Exchange (30 min)
A complimentary first conversation to understand your context: wealth situation, entrepreneurial project, property needs, or brand-related questions.
This short exchange helps frame the request and gather the key elements required for the assessment.
Analysis & Restitution
A detailed review of your situation and, when relevant, in collaboration with our partners: tax specialists, asset managers, accountants, designers and architects.
A second meeting is then organised to present a structured analysis, identified priorities and directly actionable recommendations.
This step is billed separately and payable only after the pre-exchange.
Tailored Engagement
For clients whose needs require a deeper analysis and who wish to extend the work initiated during the initial exchange.
A bespoke support defined according to your scope : financial and tax optimisation, detailed wealth review, cash-flow and cost structure, brand positioning and strategic clarification, or project structuring.
We oversee the organisation, coordination and liaison with our specialised partners.
Our involvement evolves with the pace of the case, with attentive follow-up and recommendations adapted to each stage.
Each engagement is defined individually, based on complexity and required time.
A tailored proposal is provided following the first exchange.
Specific Projects
Some requests require a more specialized intervention : one-off audits, brand assessments, property acquisitions in the UK or abroad, interior design concepts, or high-end furnishing for primary residences or investment properties.
We can also support more complex strategic needs : project structuring, financial organisation, company setup, or cross-disciplinary coordination involving several areas of expertise.
Each mission includes a precise assessment of the requirements, identification of the relevant interlocutors, and a structured proposal detailing the scope of work.
A detailed quote is provided after the first exchange.