The House · Advisor coordination
You already have an ecosystem of advisors — family office, private bank, tax counsel, patrimonial lawyer. Our role is not to replace it. It is to articulate it with the Parisian operational layer those advisors do not cover.
I · The Principle
A UHNWI client has on average seven to twelve professional interlocutors before arriving in Paris. The complication is not the lack of counsel. It is the coordination of those advisors in French territory.
The house enters the client's existing architecture. We impose no firm, no bank, no notary. We engage our own only where no French equivalent is already mobilised by your family office.
In practice: your CFO receives French documents — translated and signed — before he asks for them. Your Paris private bank receives your file already constituted. Your international tax counsel receives our prefectural and CPAM mapping before the end of the first month.
The house absorbs operational friction. Your advisors keep the decision.
7-12
Typical advisors per UHNWI file
1
Single coordination point
0
Duplication with your existing counsel
II · The Three Layers of Integration
Our integration operates across three distinct layers, calibrated to the degree of confidentiality required and the nature of the counsel already in place.
Direct coordination with the operational director or general counsel of the family office. Structured monthly reporting, shared access to regulatory milestones, explicit validation before any document transfer.
File preparation for your Paris private bank (HSBC Private, BNP Wealth Management, Société Générale Private Banking, Edmond de Rothschild) — discreet pre-instruction, IBAN issued in under fifteen days.
International tax counsel, patrimonial lawyer, family notary, fund manager. We transmit French documents directly to your advisors, without intermediation.
III · The Protocol
Three moments to absorb an advisor ecosystem without duplicating any of it.
Map
Before opening the mandate, we establish the exhaustive list of your active advisors — name, role, scope, confidentiality level. No French engagement happens in duplicate.
Brief
Each existing advisor receives, under NDA, a scoping note of our Paris intervention. We make ourselves available for any clarification, without forced intermediation.
Report
A synthetic monthly document to your family office (and the principal in copy) — milestones cleared, milestones upcoming, expenses engaged, points of attention. No verbose reporting.
A preliminary conversation
Mapping your advisor ecosystem is confidential. It happens under NDA before any operational proposal.
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