Method

Four steps. Always in this order.

Decisions about wealth are made once. They must be made in the right order.

Every family is different, the method is not. It protects the family from rushed decisions and the wealth from tools chosen too early.

01
Confidential listening

A first conversation, in person or by video, with no obligation. I listen to the family: who decides, who depends on whom, what has been built and what must be protected. Nothing is proposed at this stage.
02
Wealth map

I draw a complete map of assets, people and rules, country by country: companies, properties, collections, liquidity, residences and heirs. It is often the first time a family sees everything in one place.
03
Structure

Together we choose the tools that fit: trust, holding company, family pact, Luxembourg structures. I design them with notaries, lawyers and trust companies I work with in each country.
04
Care over time

A structure is not finished when it is signed. Families change, rules change. I follow both, with periodic reviews and a single point of contact.

Private consultation

Every family begins with a conversation.

Six questions, two minutes. You receive your three priorities and choose a time for a confidential conversation.