Wealth Advisory
Wealth Advisory
Supporting Families and Entrepreneurs
Over the Long Term
We provide long-term support to families and entrepreneurs, aligning their wealth with their personal and professional projects.
Our Comprehensive and Personalized Approach
- Analysis of your financial and tax situation
- Development of a wealth strategy tailored to your goals
- Customized support at every stage of your life
- Structuring your wealth: organizing your assets and income
- Estate planning: preparing for the transfer of your wealth
- Supporting business owners in the transfer or sale of their professional assets
Operational Implementation Support
- Cross-disciplinary involvement in collaboration with your advisors
- Coordination of various areas of expertise
Our Philanthropy Advisory Services
Giving Meaning to Your Wealth
If you wish to commit to a cause close to your heart—solidarity, education, humanitarian efforts—we support you in realizing your philanthropic project.
How We Help Realize Your Philanthropic Project
- Project definition: identifying the causes you wish to support
- Estimating the human and financial resources appropriate for your project
- Selecting the philanthropic vehicle (hosted foundation, endowment fund, or foundation)
- Long-term support and impact measurement
Our Comprehensive and Personalized Approach
- Project development aligned with your personal, financial, and tax situation, as well as your personal and family values
- Assistance with operational implementation and coordination of various expertise
An Operational Family Office
Actis Patrimoine, a 100% subsidiary of Arbevel, offers a comprehensive Family Office service, including the structuring and management of family wealth. This holistic approach covers legal and strategic issues for both professional and personal wealth, as well as financial and real estate investments.