Solutions designed for exceptional wealth
Every wealth situation is unique. We design bespoke strategies, calibrated to address the specific challenges of significant private fortunes.
Strategies calibrated for every profile
Entrepreneurs & business owners
You have built a business. We protect the wealth it represents.
- Holding company structuring and remuneration optimisation
- Diversification away from business assets
- Exit preparation and succession planning
- Key-person protection and insurance
Families & succession
Transferring wealth means perpetuating values as much as capital.
- Progressive and optimised gift strategy
- Dutreil pact and family business succession
- Family governance and succession charter
- Dismembered life insurance with bespoke clauses
Senior executives & professionals
High earnings deserve management that matches your ambitions.
- Personalised and diversified asset allocation
- Income tax and wealth tax optimisation
- Real estate wealth building (SCPI, LMNP)
- PER and retirement strategy
Non-residents & expatriates
International mobility should never compromise wealth efficiency.
- Multi-jurisdictional restructuring
- Luxembourg life insurance and FATCA/CRS compliance
- Currency risk management
- Coordination with your local advisers
Wealth investors
Performance, diversification and discipline: the three pillars of enduring management.
- Discretionary or advisory management, open architecture
- Private equity, structured products and alternatives
- Transparent reporting and quarterly reviews
- Stress-testing and market scenarios
A structured process, not a product
Listen
Understanding your story, your objectives, your constraints
Audit
Exhaustive analysis of your wealth and tax situation
Strategy
Quantified recommendations, stress-tested scenarios
Monitoring
Regular reporting, adjustments, ongoing availability
Trust is built over time
We had been managing everything ourselves for 20 years. In six months, RWM identified tax levers that nobody had ever flagged for us.
The international dimension of our wealth made everything complex. Benjamin simplified it all with method.
What convinced me was the complete transparency on fees and the genuine independence of the recommendations.
Let’s discuss your situation
A 30-minute initial consultation, with no commitment. We listen before we advise.
Schedule a consultation