Notre Expertise

Accompagnement sur mesure pour valoriser, protéger et transmettre votre patrimoine avec rigueur et indépendance.

A hand holding a smartphone displaying a stock market chart in the foreground, set against a lush, green forest background. The hand wears a brown leather watch, and the dense foliage creates a natural, serene setting.
A hand holding a smartphone displaying a stock market chart in the foreground, set against a lush, green forest background. The hand wears a brown leather watch, and the dense foliage creates a natural, serene setting.
A monochrome image of a man in a suit walking towards the entrance of a building. The architecture features large stone pillars and rectangular windows, and a sign on the right reads 'Credit Suisse'. The lighting creates strong shadows on the ground.
A monochrome image of a man in a suit walking towards the entrance of a building. The architecture features large stone pillars and rectangular windows, and a sign on the right reads 'Credit Suisse'. The lighting creates strong shadows on the ground.

Découvrez l'équipe :

DI SALVO Tom - Co gérant

Stratégies Optimales

Notre expertise vous guide dans l'optimisation fiscale et la structuration patrimoniale pour faire fructifier votre capital efficacement.

BOBIN Mickael - Co gérant

BRET Mael - Conseiller en gestion de patrimoine

DUBREUIL Fabien - Responsable partenaires

BOLLON Jessica - Conseillère en gestion de patrimoine