For businesses
Wealth and enterprise,
a single design.
For the entrepreneur and the family business: liquidity management, corporate finance, risk protection and generational continuity. A single point of contact between private and corporate wealth.
Alongside
the business
A company does not exist in isolation from the wealth of those who lead it. I coordinate the two dimensions within a single strategy, reducing risks and inefficiencies.
Liquidity investment
Every euro with a horizon: working cash stays liquid, reserves work under rules and limits set in advance.
Corporate finance
M&A, capital raising and disposals, with an adviser who sits only on the company's side of the table.
Risk management
The risk map before the policies: cover chosen without the conflict of those who sell it.
Generational transfer
Governance and tools to pass on the business without fractures.
Welfare and pensions
Rewarding better, not just more: welfare and pensions for the entrepreneur, management and staff.
Treasury and credit
Credit on equal terms: costs, guarantees and credit lines rebalanced by someone with no banking products to sell.
Each area opens onto a dedicated page: the scope of the work, what stays out by choice, the process step by step.
How I work alongside you
Diagnosis
Analysis of the financial and wealth structure of the business and the family.
Strategy
A plan that holds together the business, the entrepreneur and the family.
Execution
Coordination with banks, advisers, lawyers and notaries when needed.
Continuity
Monitoring and governance for soundness over time.
A family business
The entrepreneur’s wealth and the company’s wealth are two sides of the same project.
Let’s talk about
your wealth.
A first confidential meeting, with no obligation, to understand where to start.
Request a meeting