Discover us
Our expertise
Our fiduciary know-how was developed by Maître AYACHE BOURGOIN from 2016 onwards, after several years of experience within the Investment Mangement department of the Luxembourg office of the largest Dutch law firm. Today, the objective remains the same:
To protect your wealth and that of your family without compromising on performance, while keeping risk under control. To that end, we research and select the best-performing assets and managers on the market.
In order to achieve this, we remain faithful to this strategy, relying on:
- Tangible and measurable criteria for selecting the best jurisdictions;
- An active management process that maintains a profitable and diversified portfolio;
- Leading-edge management and constant anticipation of risk.
Warren Buffet
“Good opportunities come infrequently. So when it rains gold, put out the bucket, not the thimble.”
The protection of your wealth
To protect your wealth effectively, we build our expertise on:
Legal and financial analysis of your personal and family situation
Regular meetings with Settlors and Beneficiaries
In-depth analysis of endogenous and exogenous risks
Monitoring the regulatory environment to prevent any risk
More than 70 control parameters for each fiduciary contract. Because the security of your wealth rests on meticulous criteria.
Our management
Our management is set in the long term, alongside the families and businesses with which we work.
« Own nothing, control everything.»
John D. Rockefeller
1896
100%
The rate of protection of your wealth against litigation and against your creditors.
25 years
Average term
of a fiduciary contract.
45 years
The average age of our clients.
(27 years for the youngest – 92 years for the most venerable)