How Do I Sign Up?
Once we’ve been in touch and you decided to proceed with us, we’ll send you a confidential questionnaire form so we can have all the informations we need about your situation in order to start our work. This form needs to be signed and approved and all the conditions are explained in it. Your signature seals our contract between you and us, the company.
What do you charge?
It all depends on your project. We would charge a broker fee for a mortgage solution which is a percentage of the mortgage amount.
For other requests such as conciergerie, we would charge fees in accordance of the time spent.
Regarding asset management, tax planning and estate planning, the amount will be discussed with the clients and adapted to the complexity of the request.