Private wealth advice · Business owners and expatriates, worldwide
Company cash, a business sale, Luxembourg life insurance, Lombard lending, a move abroad: I connect your decisions and tell you in which order to take them.
Free · 40 minutes by video call · Confidential · Directly with Gary
Your situation
Choose your starting point. The first meeting starts there, then connects the rest.
Our specialism: wealth planning in Spain
Guides · explained with diagrams
Securities worth over €800,000 · moving to an EU country
Selling the securities before then makes the tax payable. The guide covers the conditions, the forms and moves outside the EU. Read the exit tax guide
« Patient et pédagogue mais toujours très professionnel. Le genre de rendez-vous qu'on voudrait avec son conseiller bancaire dans un monde idéal... »
« […] J'ai échangé avec Monsieur Martins pour être accompagnée sur ma déclaration d'impôts et également pour le placement de la trésorerie de ma holding. […] »
« […] j'ai vu de nombreux professionnels beaucoup étaient de simples vendeurs ici il m'a conseillé durant toute notre succession. »
Reviews quoted in their original French.
Read the 11 Google reviewsInvestments & inheritance planning
Seeking higher returns involves the risk of losing capital. No return is guaranteed.
The right choices depend on your circumstances. Legal documents and checks are prepared with your notary.
The first meeting
The calendar opens here, without leaving the page. It is provided by Calendly.
The calendar could not be displayed. Open the calendar in a new tab ↗
Free · Confidential · No obligation
I'd prefer a call backTransparency
The first meeting is free. If we stop there, you pay nothing.
It helps us see what needs a closer look; any further work will be agreed with you.
I explain the work involved, the costs and how I am paid before you commit.
If a suitable product is arranged with a partner, that partner may pay the firm. This remuneration is explained to you before you commit.
An in-depth review, written strategy, calculations or specific coordination may be charged as an agreed fee.
Some situations involve both an agreed advice fee and remuneration from a partner for putting a product in place. Both are explained before you commit.
Before you talk to me
I mainly work with business owners, families with wealth decisions to make, and French nationals who live abroad or are moving abroad, in Spain or elsewhere. If your situation is different, we can discuss whether I can help.
The first meeting lasts 40 minutes by video call. It is free, confidential and comes with no obligation.
Your priorities, in order: what deserves a closer look now, what can wait, and what the next steps would cost if you want to go further. If you are preparing a move abroad, we also map out your decisions for the next 12 months.
No. We may find that you do not need to do anything immediately. Any recommendation depends on your circumstances, goals and whether a change is actually worthwhile.
Yes. The first 40 minutes are free and come with no obligation. If you want a written review, you receive a quote before signing anything.
Yes. Our meetings take place by video call, so I can work with clients in France, Spain and other countries.
Directly with Gary
Let’s talk it through for 40 minutes. You leave with the questions to address, in order.
Free · Confidential · No obligation
VITIS LIFE · François 1er · Swiss Life · Histoire & Patrimoine · La Référence Pierre · Vie Plus · UAF Life Patrimoine · Famille KRETZ
