Assets and the future
Prepare what comes next, without waiting for the end.
A career is short. We help you ask the right questions at the right time and we coordinate the licensed professionals who answer them.
What we organise
- Mapping of your situation and your objectives at five and ten years
- Selection and coordination of licensed advisers: wealth management, tax, legal
- Meeting preparation, minutes, follow-up of decisions
- Training and career transition: guidance, programmes, compatible calendar
- Organisation of your wealth-related documents in your secure vault
- Annual situation review
How it works
- 01
Scoping conversation, no commitment.
- 02
Professionals selected, meetings organised.
- 03
Follow-up of agreed actions, documents centralised.
What we do not do
ThreeSixty does not provide investment, tax or wealth management advice and does not manage any assets. These activities are reserved for regulated professionals, whom we coordinate.
In your client area
- Secure vault for wealth-related documents
- Meeting minutes and decisions
- Annual deadlines
Other service areas
- Automotive and mobilityVehicle sourced, delivered, followed up. Lease contracts reviewed, with our partner Carz.
- Relocation and settling inHousing, viewings, contracts, school, bank, healthcare, getting to know the city.
- Removals and logisticsCoordinated transport, in France and internationally.
- Concierge and lifestyleBookings, travel, events, style and personal shopping.
Let us talk about your situation.
A transfer to prepare, a car to sort out, a move to organise. Describe the context and we will get back to you within 24 business hours.