How We Structure Your Assets with Vision and Intelligence
We act as an independent strategic advisor, helping you make clear decisions in all areas of wealth management — without conflicts of interest, without ready-made solutions, without institutional impositions.
When you hire our consultancy, you will have access to all the pillars of our Wealth Management, with direct guidance from a senior consultant, in online or in-person meetings.
🌐 We integrate multiple dimensions of your wealth in a holistic and tailored approach:
🔹 Complete mapping of wealth with a focus on liquidity, sustainability and responsible growth.
🔹 Preservation of family wealth through efficient transition structures between generations.
🔹 Independent curation of assets and markets, with tailored strategic allocation.
✔️ International REITs and Offshore Investments
🔹 Strategic access to global assets for passive income generation, with international protection and tax efficiency tailored to large assets.
🔹 Legal and tax protection against asset risks, geopolitical instability and legal attacks.
🔹 Organization of financial life with a focus on family autonomy and lifestyle preservation.
✔️ Retirement Strategy & Personal Freedom
🔹 Passive income distribution models with a balance between performance and security.
✔️ Live Trading Mentorship (optional)
🔹 For qualified investors who want to trade with more precision, discipline and strategy — with direct support from a professional mentor.
✔️ Flag Theory and Internationalization
🔹 Building multi-country structures that offer freedom, sovereignty and global protection.
💼 Online or In-Person Consulting: Which Format is Right for You?
Two formats, one commitment: to offer you strategic, human and transformative consulting — with time, depth and real results.
Here, you don't hire an hour. You reserve full attention, true listening and personalized guidance from a consultant with real experience — no rush, no timer, no formulas.
We understand that each client has unique stories, ambitions and challenges. And that's why our commitment goes beyond numbers: we build together a plan that transforms your goals into reality — with clarity, confidentiality and a long-term vision.
💻 VIP Global Executive Plan (Online)
For those who want immediate, discreet and efficient access — from anywhere in the world.
✔️ Individual advice via a secure and encrypted platform.
✔️ The day is yours — even if the conversation only lasts an hour.
✔️ Hourly billing, with total clarity and flexibility.
✔️ Ideal for international investors with a dynamic routine.
✔️ Ongoing relationship, with strategic vision and monitoring.
✔️ No rush, no artificial time limits — you set the pace.
The first hour is paid after the appointment is approved.
Additional hours used are billed later, based on the actual conversation time.
🕰️ How Scheduling Works
✔️ You only choose the start time.
✔️ Time is free and not timed.
✔️ The first hour is charged after confirmation of availability, since our waiting list for online consulting can exceed 3 weeks.
✔️ Any additional time is charged later, with discretion and transparency.
✔️ Cancellations must be informed 48 hours in advance.
Here, you are top priority — and will be treated as such.
Your time, your story, your trust deserve real presence and total focus.
“ I arrived with capital, but without a clear structure. I had already consulted private banks, advisors and planners, but everything seemed generic, impersonal, far from my reality.
Here, I found something different: true listening, strategic vision and, above all, a plan that respects my lifestyle, my pace and my ambitions.
From the first meeting, I realized that this was not just another conversation about products or markets.
It was about me, my goals and what I really wanted to build. For the first time, I felt like I was with someone who thought like me — with focus, strategy and absolute respect for my independence. ” — Laurent F. (Global Investor, USA) - VIP Client
🤝 VIP Private Signature Plan (In-Person)
For those who value the luxury of time, presence and deep trust.
✔️ A whole day reserved exclusively for you.
✔️ Service wherever you are: home, farm, office, club or yacht.
✔️ The consulting fee is charged after confirmation of availability in the chosen city, as our waiting list for in-person consulting can exceed 4 months.
✔️ More human conversations, without a clock — with space for legacy, succession and long-term vision.
✔️ Confidential, direct and informal experience — as it should be.
✔️ Ideal for strategic decisions that impact generations.
✔️ Fixed price with everything included.*
*Includes international travel, accommodation and full dedication of the consultant.
🕰️ How In-Person Scheduling Works
✔️ You choose the day and the city.
✔️ The consultant reserves the entire day exclusively for you.
✔️ The consultation takes place at the location of your choice — with absolute discretion.
✔️ Cancellations must be informed 48 hours in advance.
🌍 Destinations Served by the VIP Private Signature Plan
In-person consulting in the places where you live, invest or simply feel at home:
📍 North and Central America
🔹 🇺🇸 United States | 🇨🇦 Canada | 🇲🇽 Cancun (Mexico) | 🇵🇦 Panama | 🇸🇻 El Salvador | 🇧🇿 Belize | 🇨🇷 Costa Rica | 🇰🇾 Cayman Islands | 🇧🇸 Bahamas
📍 South America
🔹 🇧🇷 Brazil | 🇵🇾 Paraguay | 🇺🇾 Uruguay | 🇦🇷 Argentina | 🇨🇱 Chile | 🇨🇴 Colombia
📍 Europe
🔹 🇬🇧 United Kingdom | 🇮🇪 Ireland | 🇪🇸 Spain | 🇮🇹 Italy | 🇨🇭 Switzerland
📍 Asia and the Middle East
🔹 🇦🇪 Dubai (United Arab Emirates) | 🇸🇬 Singapore
🧩 How Our 7-Step Approach Works
Our consulting is conducted with method, listening and absolute attention to detail.Each step was designed to ensure a personalized, strategic and transformative experience — from the first contact to ongoing monitoring.
Here's how we conduct each step:
- 1. First Contact & Scheduling (Online or In-Person)
- 2. Presentation and Alignment Meeting (Discovery)
- 3. Personalized Analysis and Diagnosis
- 4. Second Meeting (Online or In-Person)
- 5. Implementation of the Strategic Plan
- 6. Continuous Monitoring & Periodic Reviews
- 7. Constant Support from Your Consultant — and Trusted Friend
🔹 It all starts with a gesture of interest — via website, phone or recommendation. From there, our team gets in touch to understand your initial priorities and schedule your first meeting, in the format you prefer: online or in-person, with complete discretion.
🔹 The time to get to know you — your goals, concerns and vision for the future. We conduct a light and trustworthy conversation to understand your lifestyle, priorities and asset structure. We begin the initial mapping that will guide the entire journey.
🔹 Based on the information gathered, we perform a detailed analysis of your asset situation, risk profile and short, medium and long-term goals. We identify opportunities, points of attention and what can be strengthened to protect and expand your structure.
🔹 We present a preliminary plan, with strategies aligned with your reality and long-term vision. We explain the possible paths, adjust them according to your feedback and refine each part of the plan, with total transparency.
🔹 We help you in implementing the approved strategies. We keep you informed at each stage, with clear communication and close monitoring, respecting your pace and decisions.
🔹 We periodically reassess your structure, with strategic meetings to adjust according to the market scenario, changes in your priorities or new opportunities. You will have the confidence to make decisions based on real facts and continuous guidance.
🔹 More than just consulting, we offer a presence. We will be by your side in the moments that matter — not only as advisors, but as true allies. We build strong, long-term relationships based on trust, confidentiality and shared vision.
That’s the difference between having someone provide a service — and having a partner who walks with you through your wealth journey.
📈 Why Our Consulting Is Different
🔹 Real exclusivity: we only serve Qualified Investors with assets exceeding US$1 million, ensuring total focus and tailored delivery.
🔹 Institutional experience: our consultants have concrete experience with managers, funds, global structures and complex operations — not just theory.
🔹 Direct advice with the person delivering: you always speak to a senior specialist. No assistants, no transfers, no barriers.
🔹 Confidentiality and results: we act with absolute ethics, strategic discretion and a real commitment to what matters most — your goals and your peace of mind.
❓Still unsure whether this consultancy is for you?
If you have more than US$1 million in net worth and are looking for more clarity, structure and technical support to make decisions with confidence — or simply feel like you can take your wealth management to a new level — then this consultancy is exactly for you.
A strategic, confidential and tailored consultancy for qualified investors who know the value of having a real advisor by their side — and not just another service provider.
The choice is not between the online or in-person format.
The real choice is between continuing with what you already know — or experiencing a new standard of consultancy, with depth, confidentiality and excellence like you have never seen before.
📆 Schedule Your First Meeting
Choose the format that best suits your style — online or in person — and take the first step into a new phase of strategic management of your family assets.
Confidential and personalized advice, offered by those who advise qualified investors with the same level of excellence found in the largest private banks in the world — but with independence, discretion and total focus on your interests.
Click "Apply Now" to schedule your meeting and discover what it's like to be guided with vision, experience and total discretion.
The next strategic decision starts now:
