Our areas of expertise
The 360° offer dedicated to entrepreneurs and private clients
Financial and heritage engineering
Wealth management and real estate investment advice
Social protection, welfare and retirement audit
of supervised assets
of Group turnover
assets under management
Our engagement
We are convinced that by adopting 
an interprofessional and independent collaborative approach, we are able to offer 
a quality personalized service, ensure complete monitoring and effective implementation. By consolidating our areas of expertise, we are aiming 
for increased performance and maximum agility to better meet 
of our customers.
They have already given a new dimension to their activity
Laurent, Entrepreneur
Renewable Energy Sector, Sanary“...It’s always a pleasure to meet this team. Smiling, warm, the welcome is always personalized: top notch! They demonstrate professionalism, availability, listening, and responsiveness. Everything is done to facilitate our activity and allow us to consider our future with complete peace of mind. Many thanks for what you do and who you are. "
Georges, Entrepreneur
Wine sector, Carqueiranne“Financial investment is a complicated field that requires knowledge that we do not generally master. The team takes care of this for me and I have gained peace of mind. Available and responsive, the firm can always be reached for advice and its effectiveness has been proven to me on several occasions. It fulfills a real advisory role. ”
Aurélie, Médecin
Le Pradet“Beyond their expertise, it is their sense of humanity that I remember. They do not confine themselves to the role of simple financial advisor, they know how to adapt to everyone’s “problems”. They were able to support me through complex processes and reflections and I thank them for that”
Sylvie
Paris“I would like to express my appreciation for their exceptional commitment to protecting my family. Their personalized approach and expertise allowed me to make informed decisions to ensure a secure financial future for my loved ones. ”
