The Key Services
This is not an exhaustive list of key services offered by Vellum Finance et Patrimoine. Contact an advisor for more information or to obtain a complete list.
Fiscal Shield
An art of wealth engineering designed to preserve, in the strictest legitimacy, the serene transmission of established fortunes in the face of tax uncertainties.
Estate & Tax Planning
The rigorous orchestration of a set of legal, financial and inheritance decisions aimed at protecting and growing a family fortune over several generations.
Wealth Management
Expert and continuous supervision of the most sophisticated financial assets, designed to combine performance, stability and capital preservation.
Financing
The art of structuring tailor-made liquidity solutions, enabling support for family ambitions while preserving the integrity of the assets.
Strategy & Structure
The creation of precise and timeless heritage architectures, designed to harmonize family interests and ensure the continuity of a well-ordered legacy.
Sponsorship
The discreet and enlightened implementation of a cultural heritage, allowing a family to inscribe its name in the long term by supporting chosen works and causes.
13B+
Private Assets
Under management through our Private Asset Management service, an option for our clients.
52
Countries
We work with clients based in 52 countries, in accordance with the tax rules of each.
Optional Services
Vellum is not limited to its financial services. We are focused on serving our clients' needs, which is why we have developed a range of products specifically related to your comfort, your image, and your needs.
Concierge
Sold-out event? Overbooked restaurant? A person available 24/7 to bring your most unattainable desires to life.
Documents Custody
Confidential, sensitive, personal documents? We offer a secure storage service for both physical and digital documents.
Market Research
Our team of analysts for the Private Asset Management department offers its services to individuals seeking insights into a particular industry.
Personal Assistant
A remote assistant who coordinates your professional and/or personal appointments and ensures a smooth schedule.
Travel Arrangements
Whether for personal or professional reasons, your travel is important to us. A team will take care of organizing every detail from your departure to your return.
Image & Public Relations
From your wardrobe, your social media, your appearance, your gestures and words; an image and public relations consultant provides you with audit and advice.
Let's Meet
There’s no better way to get to know and understand each other than by sitting down face-to-face. We also accept an initial interview by phone, if you prefer.