WEALTH PRESERVATION

Our wealth management offering is built on strong cross-border expertise, connecting clients to a trusted network of professional wealth managers in both France and Mauritius.

SECURE, FLEXIBLE &
MULTI-CURRENCY SOLUTIONS

We facilitate tailored offshore banking guidance, helping clients establish secure and compliant accounts with leading financial institutions that support international living and multi-currency management.

MARKET INSIGHT & DISCRETION

Through our curated network, we provide access to expert advisors who offer investment advisory services aligned with your financial goals, whether you're looking to preserve capital, diversify internationally, or grow your assets.

OPTIMISING WEALTH PRESERVATION

Our partners also deliver intelligent tax efficiency solutions, enabling clients to optimise their global tax position while remaining fully compliant with local and international regulations.

WEALTH MANAGEMENT

Tailored financial planning for expats covers everything from retirement strategies and succession planning to asset protection, ensuring that each client’s financial future is both resilient and internationally agile.

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Do you request bespoke introductions ? introductions upon request give you access to top-tier professionals — because the right connections are the key to exceptional outcomes.

Introductions upon request

For individuals relocating or residing abroad, our financial planning for expats ensures a clear, long-term strategy—covering retirement, succession, and wealth protection—designed to support your lifestyle across borders with confidence.