Three offers . One shared framework.

Each engagement is tailored during the onboarding audit, based on the diversity of your data, your pace of life and your projects.

No public pricing. All services are quoted on request, following the onboarding audit.

Essentiel

Set in order. Keep current.

For estates that are already well organised, where the goal is above all to save time and structure what already exists.

Quoted on request, following the onboarding audit.

Onboarding audit and action plan
Initial organisation of your folders
Configured and personalised Papers Box
Configured deadline alerts
Secure sharing with your advisors
Periodic follow-up at the agreed pace
A dedicated, reachable point of contact

Sérénité

A living framework. For peace of mind.

For executives, entrepreneurs, investors, rentiers and individuals with significant wealth, where the goal is to smooth exchanges with advisors.

Everything in essentiel, plus

Quoted on request, following the onboarding audit.

Active coordination with your advisors
Periodic on-site interventions
Preparation for meetings with your advisors
Tracking of ongoing projects (purchases, sales, donations, successions)
Periodic report with decision-support insights
Priority access to your dedicated point of contact

Prestige

A framework on its own scale.

For complex estates, substantial family wealth and family businesses, where the goal is to establish an internal governance framework and make exchanges with advisors and family members more reliable.

Everything in Sérénité, plus

Quoted on request, following the onboarding audit.

Complete documentary mapping of the estate
Extended coordination with your full advisory ecosystem
Preparation of family councils or strategic committees
Tracking of transmission, donation, succession and inheritance operations
Reinforced support for exceptional assets
Extended availability of your dedicated point of contact

How to begin.

Step 1

The discovery meeting

One hour to assess your situation and validate the project.

On us
Step 2

The onboarding audit

A review of your situation and a costed action plan proposal.

Step 3

The engagement begins

Launch of the engagement with your dedicated point of contact.

Which offer fits you?Let's find out together.