the value we add

Our goal is to build a relationship of absolute trust with the families with whom we work. Our job is to help them make decisions, to ensure the operational implementation and future monitoring of those decisions, and to constitute a strong negotiating force.

We have established a set of principles and we live by them. Intuitae is an independent company 100% owned by its partners. We are not dependent upon any financial institution, which allows us to provide our services with complete objectivity and to propose management choices with total freedom in the sole interest of our clients.

We do not issue any financial products and all commissions that we might receive are returned to the client. Intuitae only receives fees from, and is exclusively paid by, its clients.

Our work is based on our concept of family office. We are permanently investing in technology and human resources. We have created "Intuit'aide", a methodology that we have been applying successfully for 8 years. Intuitae is the only firm to formalise the processes by which clients are treated, to have created dedicated tools to do so and to have written procedural as well as ethical and deontological rules.

The value we add is the result of a double commitment :

• we focus our efforts on making money for our clients and saving them fees. Intuitae can be described as a "cost fighter";
• we commit ourselves to simplifying the lives of individuals and their families. We are at our client's disposal to offer support and to accompany them over one or several generations. The human component is at the heart of our concept of the profession of family office. Reciprocal trust and the quality of the relationship intuitu personae are the fundamental conditions of all successful collaborations.

Our clients judge us above all on our effectiveness and our ability to preserve their wealth over the long-term. Our success also depends on our ability to protect, safeguard and manage the bonds between different generations of the family.