WEALTH MANAGEMENT
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Back in 1992 MW Gestion started operating as an asset management company and quickly developed a wealth management department to successfully meet the clients’ demands regarding different issues such as tax optimization, financial investments & wealth transmission.
Gradually the wealth management department became a family office to serve families with a global patrimonial approach, enabling the implementation of a high-end tailor-made strategy to meet their needs.
MW Gestion's Family office will provide you with a wealth manager dedicated to you and your individual needs.
Our wealth management team will work with you and your advisers (lawyers, notaries, accountants) a very dedicated strategy to meet your goals.
3 HUBS :
Asset/wealth engineering
The wealth engineering department will assist you in understanding your goals, analyzing, and managing them according to your short and long-term priorities. We will help you to :
Asset management Real Estate
This department will help you to :
- Secure your Real Estate assets over the long-term
- Realize real estate investments
- Search for financing for your real estate operations
- Create real estate companies
- Sell your assets.
On your behalf, we will study all the different parameters such as the location, the price trend in local markets, and assess your property.
Family Office
Exclusively dedicated to families, the family office division offers a tailor-made advisory and support for your entire capital.
Harmony is crucial within families, and we will optimize the investment strategy for all generations.
Moreover, you can also benefit from our additional offerings, such as a concierge service or a private secretary.
OUR MISSIONS
Patrimonial Audit: We analyze your personal & professional situation, your needs, and your objectives. We will assess the coherence of your investments and evaluate risk diversification. We will implement a tailor-made strategy for your assets.
Daily support: We implement your decisions, ensure the coherence over time of the strategies put in place, and provide periodic reporting.
Investment advice and monitoring: We will support you in the diversification and management of your investments according to your objectives.
Administrative Assistance: We handle all your administrative tasks.
OUR COMMITMENTS
- Transparency: We offer you full transparency of the processes, information, decisions, and we aim to establish a trusted relationship with you.
- Availability: We are at your disposal, and we will be reactive to satisfy your needs.
- Confidentiality: We build a trusted relationship with you to help implement your projects with full discretion.
We follow a well-defined process that includes :
- Our commitment letter details the scope of our service, the applicable fees, and any retrocession from our partners, such as insurance companies and SCPI Real Estate investment management companies.
- Fulfill our commitments in due time.
- Provide regular operating reports in response to your questions and for regular follow-up.
