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Lys Immo

Mise en place et gestion de structures patrimoniales

Financial, tax, legal and inheritance advice and support

Dans des juridictions pérennes, adaptées à your situation

Why set up your own asset management structure?

Starting with assets worth around €3 million, it is useful to structure them legally and optimize them financially in order to ensure their growth and facilitate their transfer.

Our Approach

We have built over three decades of experience adapting to geopolitical and socio-economic changes. We always strive to stay ahead of the curve. Our approach is clear, logical, pragmatic, and effective. We are entrepreneurs; we have gone through every phase of wealth management. We understand your needs and your aspirations. We have the open-mindedness and flexibility to adapt to your situation.

Our philosophy

'There is a time to sow and a time to reap.'

Your assets have gone through, are going through, and/or will go through phases of growth, reaping the rewards of your efforts, and perhaps also setbacks. The legal structure, the selected investments, the legal provisions, and the overall organization of the environment that allows you to pursue your passions will weather and overcome these changes (for example, by minimizing tax burdens during growth phases).

Why not discuss it without obligation?

Creating your family office is an investment of time and energy. Its long-term benefits for you and your descendants more than justify it once your assets exceed a certain threshold.

An entrepreneur at heart likes to stay active; they just become more selective in their pursuits. A wealth management structure offers you the conditions for a life " post-professional  "Rich and fulfilled."