Helping you build long term financial independence

Through strategic and diversified investment, tax efficiency, and smart leverage.

From CHF/EUR/USD/SGD 100,000 to 10M+, we help individuals turn income into capital and capital into freedom. With expertise spanning Switzerland, France, the U.S., and Singapore, we offer a truly global perspective. 


Our focus on diversification allows us to design tailored strategies that align with your goals so you can start building your financial freedom today.

Helping you build long term financial independence
Yield-Driven
Portfolios
Tax Optimized
Structures
Strategic Use of
 Debt & Leverage

Our Approach

Your WealthYour Balance Sheet

We help you think like an investor. Not just income, but net worth. Assets. Liabilities. Growth.

Your Wealth = Your Balance Sheet

  • Investment Strategy

    Investment portfolios spanning Switzerland, France, Indonesia, and the United States, comprising residential and commercial properties, private equity, start-up, private credit, structured loans, ETFs, and other asset classes.

  • Tax & Structuring

    Specialized in company holdings, cross-border regulatory compliance, and bespoke structuring for expatriates and international investors.

  • Leverage & Debt Optimization

    Utilize strategic debt to enhance growth and accelerate performance. We assist in optimizing capital structures and raising funds effectively.

Services

One Point for all your financial needs

Whether you’re starting with 100,000 or managing 10 million, we tailor everything to your situation and goals.

Investment Structuring

Investment Structuring

Build a resilient, all-weather balance sheet that allows you to navigate volatile markets calmly while steadily growing your wealth with peace of mind.

International Property Portfolios

International Property Portfolios

Our focus includes France, Switzerland, the US, and Bali, along with REITs, depending on your objectives, location, existing portfolio, and available leverage.

Family Holding Setups

Holding Setups

Setting up a holding company can significantly optimize your taxes while offering flexibility for future investments and your next place of residence, with starting costs as low as USD 5,000.

Debt Restructuring & Capital Raising

Think you can’t secure financing? Take a global perspective, diversify your investments, and unlock the full potential of a Lombard loan.

Long-Term Wealth Planning

Your financial plan should reflect where you are in your career and personal life. If your goal is to achieve financial independence quickly, it’s time to let your money work for you.

Investment Structuring

Build a resilient, all-weather balance sheet that allows you to navigate volatile markets calmly while steadily growing your wealth with peace of mind.

International Property Portfolios

Our focus includes France, Switzerland, the US, and Bali, along with REITs, depending on your objectives, location, existing portfolio, and available leverage.

Who We Work With

Dual Residents & Expats

Swiss-French, US-France, or others managing wealth across borders.

Business Owners & Freelancers

Looking to turn active income into reliable passive wealth.

Families with 100k–10M+

Ready to grow, protect, and structure wealth intentionally.

We understand cross-border complexity because we live it too.

Designed for investors living globally,

thinking strategically.

Contact Us