Get everything you need
to find your private  investments.


“Independent advice from a senior professional with experience in both private banking and corporate finance, dedicated to families and private investors”


  • Assistance to wealthy individuals and families looking for independent advice in the management of their private assets and businesses.
  • Global asset allocation review, the definition of objectives (yields, preservation, capital growth…) and attitude towards risk.
  • Collaboration with existing banks and asset managers to reach the family’s medium- and long-term goals, the introduction of new third parties when needed.
  • Assistance in the establishment of legal holding structures in collaboration with family lawyers, and in the implementation of family governance rules.
  • Review and development of real estate portfolios, including structuring and financing of direct real estate investments.
  • Analysis of overall leverage, financing, and refinancing operations.


  • Definition of a scope of work and of a time budget, agreement on the terms of a mandate.
  • Implementation of a relevant confidentiality agreement.
  • Close interaction with the family/individuals, review of the situation. Recommendations and follow-up of the measures to be taken, the establishment of the appropriate contacts relevant to the situation.


  • Lack of time to follow up on all aspects of family wealth management.
  • The need for assistance/coaching on specific technical issues, or in reflections on transmission within the family.
  • Search for better access to the best operators in banking, asset management, private equity.

Real life examples

Geneva based banks
Review of actual asset allocation across five different banks and analysis of currency exposure. As a result, a number of correcting measures were implemented.
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Geneva based bank
Review of a large discretionary mandate that happened to be riskier than the client thought it was and thus not in line with the family risk profile – adjustments in the profile and execution were requested.
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Switzerland and Luxembourg
Set-up of umbrella legal structures in Luxembourg or other jurisdictions, identification of board members, implementation of new family governance between current owners and future beneficiaries.
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Switzerland location
International purpose - Set-up of a charity foundation as part of a family’s transmission plans.
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France, United Kingdom
Review of direct holdings in private companies and recommendations regarding future investment efforts and cash allocation on this particular asset class.
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France, Germany, Switzerland
Review of direct real estate investment opportunities in Europe.
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International M&A mandates
& Private Equity Investments

In today’s environment, Family Offices, Private and Institutional investors are looking for creative alternative investments that can generate high returns.

We can put you in contact with our dedicates and specialized partners which will provide you their best advice and will give you access to their deal flow according to your needs.

Real life examples

Monaco based financial institutions sell-side advice on the core business
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Family Office in the Bahamas looking to grow its private banking activity through business acquisition - the introduction of opportunities?
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International Private Bank looking to acquire a private bank or an external asset manager in Geneva - the introduction of opportunities
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Asset Manager based in Luxembourg looking to sell its asset management activity - connection with potentially interested parties?
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An international private bank in Paris looking to acquire competitors - confidential introduction to potential targets? Capital raise for a tech company in the mining space (USD 15m) - connection with potential investors.
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Jérôme Courville

Rue du Rhône 14
1204 Geneva - Switzerland

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