Real estate and
pleasure assets.

For many families, property is the largest part of their wealth and passion assets the best loved. They are also, almost always, the least measured: few owners know what a rented flat really yields once tax, maintenance and vacant months are counted, or what a collection valued ten years ago is worth today. My work starts there: giving houses, art, cars and collections the same rigour as the financial portfolio — a current value, an annual cost, a defined role within the estate as a whole.

I begin with the inventory: what you own, how it is held, with what documentation. Then the numbers for each asset: net yields on property, running and custody costs, insured values checked against real ones, valuations and provenance to bring up to date for art and collections. From that base come the decisions — keep, sell, refurbish, protect — which I assess with no stake in the outcome: I do not sell property, broker works of art or place insurance. For valuations, deeds and cover I coordinate the qualified professionals in my network, and I remain the point where their opinions become one reasoned choice.

A property or a collection never stands alone: it touches tax, insurance cover, generational transfer, sometimes the family business. When it does, I bring in the professionals of the network and the reading widens to the direction of the Family Office, so that every choice about real assets takes account of everything else. And you can rely on one thing: I earn nothing when you buy, sell or insure — my only interest is that each asset stays, goes or changes hands at the right moment for you.