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Our Services
What We Do

We Offer A Global Answer

Originally focused on helping you financing your purchase in France, we’ve noticed that you needed more than just a mortgage. How does the French tax system work? What will happen to the property if I die? I have some cash I want to invest but I don’t know what to do? Where can I find a gardener?

More and more questions we needed to answer. So we decided to develop our business in a way that we can help you with every aspect of your project, financially or not.

And if we don’t have the requested knowledge, for a complex tax situation for instance, we immediately ask to some close partners :

  • Two Notaires in Annecy
  • One renown tax lawyer in Paris specialized in non residents issues
  • One renown tax lawyer in New York for our US Clients
  • One chartered accountant in London
  • One Forex specialist in London
  • Etc…

Your time is precious and you now have only one interlocutor instead of several. It’s also for this reason that we can, upon request, travel to your place to meet you, discuss your project and start working with you before going to the banks.

Your Family Office

Our Services

Selecting Properties

You want to purchase a property in France but you don’t exactly know which one? We assist you throughout all the process, from selecting some properties with our partners to organize the visits and negotiate the price.

Tax Planning

We can also talk about tax efficiency; buying a property abroad also means new taxes to pay, from the local one to the French tax on wealth. This is definitely an important aspect to consider in every project.


Like 88% of the buyers in France, you might need a mortgage. This is the core activity of our company. From a basic mortgage to a complex solution including a company or holding, we take care of everything.

Asset Management

We work with Private Banks in France, Switzerland, Monaco, Luxembourg and the UK to ensure that we can provide the best solution in accordance with your financial profile and issues, some might include cash investments.

Family Office / Conciergerie

You are now the happy owner of a French property and you need to refurbish a room, hire a gardener or you want to buy a private aircraft? We can help you, and if not, we’ll introduce you to a professional partner who can.

Estate Planning

How to transmit your French property to your children? What do you or they have to pay? Is my property included in my worldwide assets? We also help our clients with multigenerational wealth transmission.