Let’s discuss your wealth
Schedule a complimentary consultation with an independent adviser. We will analyse your situation and propose a bespoke strategy.
From first meeting to lasting partnership
Every relationship begins with listening. We take the time to understand before we advise.
Initial contact
A 30-minute telephone or video call, with no commitment. We learn about your situation, your objectives, and present our approach. Above all, it is a human encounter.
Comprehensive wealth audit
Exhaustive analysis of your wealth: financial assets, real estate, tax position, protection, succession. We map out everything to identify strengths, risks and opportunities.
Engagement letter & recommendations
We formalise our mutual commitment and present quantified, stress-tested recommendations aligned with your life objectives. No product is imposed: open architecture.
Implementation
Account openings, subscriptions, portfolio adjustments, restructurings. We coordinate all parties — banks, insurers, notaries, solicitors — for seamless execution.
Ongoing monitoring & reporting
Regular review meetings, detailed reporting, adjustments in line with changes in your life and in the markets. Your adviser remains available at all times.
Why choose an independent firm
Independence is not a slogan. It is the guarantee that every recommendation serves exclusively your interests.
Total independence
No capital ties with banks or insurers. Our recommendations are free from all conflicts of interest.
Personalised advice
Every strategy is built to measure. We do not sell products — we design solutions.
Open architecture
Access to the best funds, contracts and products on the market, without exclusivity or commercial constraints.
Fee transparency
Clear fees from the outset. No hidden charges, no undisclosed retrocessions.
Regulatory expertise
CIF registered with AMF, CNCGP member, ORIAS registered. Full MiFID II and GDPR compliance.
International reach
Côte d’Azur, Monaco, expatriates. We support multi-jurisdictional wealth structures.
Who is our advisory service for
We work with clients who share a common requirement: quality advice, over the long term.
Entrepreneurs & executives
Holding structure, diversification beyond business assets, preparation for sale or succession.
Established families
Intergenerational succession, family governance, progressive donations and Dutreil pact.
Expatriates & non-residents
Multi-jurisdictional wealth, FATCA/CRS compliance, Luxembourg life insurance, currency risk management.
Senior managers & professionals
Income and wealth tax optimisation, diversified portfolio building, PER and life insurance retirement strategy.
Wealth investors
Discretionary or advisory management, private equity, structured products, transparent reporting and stress-testing.
Property owners
SCI structuring, open-architecture SCPI, LMNP, bare ownership, rental income optimisation.
Trust is built over time
We had been managing everything ourselves for 20 years. In six months, RWM identified tax levers no one had ever pointed out to us.
The international dimension of our wealth made everything complex. Benjamin simplified it all with method and rigour.
What convinced me was the total transparency on fees and the genuine independence of the recommendations.
Let’s discuss your situation
A confidential 30-minute introductory meeting, with no commitment. We listen before we advise. Choose the contact method that suits you best.
Request a consultation
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