• International wealth planning

• Wealth retention and devolution structure set-up

• Credit advances (credit Lombard and unfixed advances)

• Life assurance (Luxemburg life assurance contract)

UPSIDE Wealth Management offers an up market life assurance contract which enables you to benefit from the tax advantages of the French and pan-european life assurance whether or not you are a resident or non-resident French tax-payer (expatriate, euromanager… )

You benefit from the innovative financial planning and inheritance solutions which go beyond the classic life assurance contract: guaranteed capital management, non-listed stocks and shares (IPO, LBO), alternative investment funds, property funds and commodities.