Wealth management

Assessing one's patrimony goes beyond a simple appraisal of assets vs liabilities at one given point. When buying or selling stocks, residential or commercial properties,  art works or intangible assets, many elements are to be taken into consideration such as the use made of such assets, the expected return, their degree of liquidity or the decisions to be taken tax wise. Asset management is key in maintaining, disposing of and upgrading your assets 

in working closely with insurance brokers, banks and tax consultants, we will be in the best position to offer you a comprehensive assessment and advise you with you needs at the forefront of our minds.
Wether your aim is to diversify or upgrade your real estate assets, capitalize for your retirement or ensure your children's future  we will be here to work in the best of your interest.

Antoine et Francois Olivieri