DREGNAUX
EXPERTISE
FAMILY OFFICE
WEALTH PLANNING ■ INVESTMENTS
FAMILY GOVERNANCE ■ PRIVATE SECRETARY
Solutions for your assets
OUR
SKILLS
to meet
YOUR
NEEDS
YOUR
EXPECTATIONS
to which we bring
OUR
EXPERTISE
INVESTMENTS
Drawing on our experience in financial markets, unlisted investments and real estate, DREGNAUX EXPERTISE defends your interests by selecting and monitoring the best managers.
Following a process that includes an Socially Responsible Investing (SRI) approach, DREGNAUX EXPERTISE :
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organizes your investments
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consolidates information in regular reports
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selects and puts service providers out to tender
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selects and puts service providers out to tender
WEALTH PLANNING
After an exhaustive audit of your assets and objectives, DREGNAUX EXPERTISE will help you develop your overall wealth strategy.
Working in synergy with your usual advisors, our mission is to find the solutions best suited to your legal, tax and inheritance situation.
Our in-depth study provides you with a complete analysis of solutions, enabling you to make the right decision: advantages/disadvantages, strengths/weaknesses and associated risks.
FAMILY GOVERNANCE
DREGNAUX EXPERTISE develops solutions to meet your family's specific needs:
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preserve and strengthen family harmony
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promote the realization of family projects
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prevent, manage and resolve family conflicts
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create family governance adapted to business management
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preserve and manage shared assets
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define the roles of family members in wealth management
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prepare heirs for the issues they will face in the future
PRIVATE SECRETARY
DREGNAUX EXPERTISE supports you in your day-to-day life by taking care of your private administrative, accounting and financial tasks.
Depending on your needs, DREGNAUX EXPERTISE can provide rigorous day-to-day administrative support, from managing insurance policies for property and people, to property management, administrative and social management of household employees and administration of family companies.
OUR APPROACH
DREGNAUX EXPERTISE provides comprehensive, independent and personalized support for your assets, guaranteeing a transparent, long-term relationship.
DREGNAUX EXPERTISE can help you optimize the management and transfer of your assets.
Depending on your needs, our mission is organized around 4 areas of expertise :
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WEALTH PLANNING
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INVESTMENTS
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FAMILY GOVERNANCE
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PRIVATE SECRETARY
For each of these areas of expertise, our interventions follow the following sequential logic :
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AUDIT
In-depth analysis of your situation, with proposals for tailor-made solutions
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IMPLEMENTATION
Operational implementation of the solutions you have selected
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FOLLOW-UP
Follow-up over time to ensure that the solutions selected remain relevant to changes in the environment.
THE FOUNDER
Marc DREGNAUX
FOUNDING PARTNER
Tél : +33 (0) 1 84 80 16 99
Before setting up DREGNAUX EXPERTISE, Marc DREGNAUX spent almost 20 years as a legal and tax advisor with several private banks in Paris, assisting leading French families and numerous company directors with the development and monitoring of their wealth strategies.
He has worked on numerous international projects involving French-US legal and tax issues.
Thanks to his expertise in stock markets, he was also a member of the Board of Directors of a management company with several billion euros in assets under management for several years.
He is currently managing partner of several property management and administration companies.
Finally, he is a partner in several unlisted companies (Private Equity) as a business angel.
Marc DREGNAUX is a alumnus of ESCP Business School, France's oldest Business School, ranked 4th best Business School by the Financial Times in 2023.
He also holds the following qualifications:
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Master's degree in Wealth Management - University of Clermont-Ferrand
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Master's degree in Notarial Law - University of Toulouse Capitole
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Master's degree in Real Estate and Construction Law - University of Paris II Assas
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Master's degree in Accounting and Finance
CONTACT
DREGNAUX
EXPERTISE
OUR OFFICE
47, boulevard de Courcelles 75008 PARIS
09, rue Garnier 92200 NEUILLY-SUR-SEINE
E-mail : contact@dregnaux.com
Tel : +33 (0) 1 84 80 16 99
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