Proximité PatrimoineProximité PatrimoineIndependent wealth management
Book a meeting

A first conversation,
with no commitment.

About an hour to understand your situation and tell you, honestly, whether my support is relevant to you. At no charge, with nothing to sign that day.

At your home

Between Cannes and Saint-Tropez, from Sophia Antipolis to the Pays de Fayence. At no additional cost.

At the office

In Pégomas, fifteen minutes from Cannes, between Grasse and Mandelieu.

By video call

Google Meet or Microsoft Teams. The same quality of conversation, from wherever you are.

Request a call back

Tell me what you need.

Reply within 24 working hours. Your details are used solely to contact you — no cold calling, no resale.

Send an email Call — +33 6 68 59 60 56
Reply within 24 working hours.
How it works

The first meeting, in three stages.

I

You talk

Your concerns, your family, your business, what prompted you to get in touch. No slide deck, no sales brochure.

II

I clarify

My method, how I am paid, my scope and its limits. If I am not the right person, I say so and point you elsewhere.

III

We decide

Commissioning a full review, taking time to think it over, or not working together. All three outcomes are equally respectable.