— Services

Fourpractices,onejudgment.

The four practices below reflect the firm's regulated activities. They are described in plain terms, including what each does not claim. Specific portfolios, allocations and philosophies are matter for direct conversation, not website copy.

— Pierre, calcaire

Wealth Management

Discretionary and advisory mandates structured around long-term objectives, governance and liquidity needs.

We design portfolios alongside the client, under LEFin. Mandates are written in plain terms, with a defined risk envelope and a clear governance loop. Custody is coordinated with selected Swiss and international banks, and consolidated reporting is produced under the firm's own format. The relationship is direct and named, with a senior member of the firm. Reviews happen with care, not by default.

For whom

Private clients and families with multi-generational horizons, and selected institutional counterparts.

Does not claim

We do not claim a single house view, a proprietary product range, or performance promises.

— Papier, vergé

Investment Advisory

Conviction-led advice provided under LEFin, calibrated to each client's mandate, liquidity and risk preferences.

Advisory engagements are episodic by design. We provide independent counsel before action, including portfolio reviews, second opinions, asset allocation framing and manager selection on a non-exclusive basis. Decisions are documented and traceable. We propose when we have something to say, and we are comfortable not proposing.

For whom

Clients who retain decision authority and want independent counsel before acting.

Does not claim

We do not provide market timing, predictive models, or guaranteed outcomes.

— Lin, écru

Family Office

Coordination of patrimonial, fiduciary and reporting matters across generations, jurisdictions and asset classes.

Family office work is long-term, confidential and patient. We coordinate legal, tax and fiduciary advisers, consolidate reporting across banks and asset classes, and frame succession matters with the family's own time horizon in mind. The firm acts as a single coordinating counterparty, not as a substitute for trusted specialists.

For whom

Families requiring continuity, confidentiality and a single coordinating counterparty.

Does not claim

We do not act as trustee. We coordinate trusted specialists, we do not substitute for them.

— Bronze, patine

Strategic & Financial Advisory

Selective advisory and intermediation in transmissions, transformations, disposals and acquisitions, including real estate situations within legal limits.

Engagement-based work, with a defined scope and a clear conclusion. We frame transactions, design processes for complex private situations, and introduce counterparties when warranted. The firm advises on participations it or its clients hold, and on real-estate-related transactions within Swiss legal limits. Few mandates are accepted, most are declined.

For whom

Private owners, families and entrepreneurs facing a one-time situation that deserves careful handling.

Does not claim

We are not an investment bank.