When you are rich, the most important thing is to stay rich!
I made my fortune in the 1990s. My business prospered very rapidly, so I took the decision to develop it on an international scale. Very quickly, I became overwhelmed by the enormity of the task and by the complexity of my professional and home affairs. That’s why I needed the support of a team of competent professionals to manage my assets and also for some aspects of my private life.
I had no hesitation in choosing Anthony & Cie to advise and accompany me. When my wife and I started a family, my priority was to manage my wealth and private life. I very quickly understood that when you are rich, the most important thing is to stay rich! My strategy was to pass on the assets I had recently acquired to protect the future generations of my family. Now, everything is being taken care of by Anthony & Cie. I know that I can trust the Anthony & Cie team to manage my wealth sensibly and intelligently.
I remarried several years after my wife passed away. Following Anthony & Cie’s advice, I decided that this was a good time to clarify my inheritance planning situation. Now, my children have grown up and are in fact parents themselves. Naturally, they too call upon the services of Anthony & Cie – and they sometimes have some quite odd requests!
Anthony & Cie has become an unparalleled and trusted advisor, whom we consider almost as an old family friend. Anthony & Cie is our lynchpin and takes care of everything. They listen to and understand me, and also deal with my cross-border asset-management issues. I know they are there for me. I have confidence in the future and now I can sit back and enjoy life. In a nutshell, they have become part of the family!
Bertrand
PARIS
NB : The client testimonies in this document are for reference only and are made up of abridged versions of several true cases. This document is for information purposes only and does not constitute a sale or a firm loan offer or financial investment advice.