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The wealth
architecture
for entrepreneurs

We structure your wealth into a managed system — simple, tax-efficient, and robust over 10 years.

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You don't need more ideas.
You need a system.

Total independence

Compensated exclusively through fees. No kickbacks. No financial products to sell. Your interest is our only mandate.

Architect, not executor

We don't manage your money. We design the system that allows you to manage it — with clarity, structure, and discipline.

Entrepreneur to entrepreneur

20 years in finance, 15 years in real estate investing, a portfolio built from zero. We speak the language of founders: cashflow, arbitrage, DSCR.

€8-15k
Per engagement
5
Max clients / year
10 years
Strategic horizon
360°
Wealth diagnostic

The 3-Pocket
Framework

A wealth architecture in three dimensions, each with its own role, rules, and dedicated management charter.

01

Personal

Freedom
PEA maxed out — tax engine
Personal brokerage in DCA world ETFs
Dividends reinvested
Security & simplicity
02

Holding

Power
Corporate brokerage — gross capitalization
Permanent strategic cash reserve
Optionality & acceleration
Salary vs dividends arbitrage
03

Assets

Resilience
Real estate: SCI with corporate tax
International diversification
Asset class decorrelation
Crisis plan -10 / -20 / -30%

Architect Program — 4 Sessions, 30 Days

S1

CEO Audit

Objectives, horizon, risk tolerance. Personal/professional balance sheet, treasury, debts. Wealth map.

S2

Architecture

Role of each wrapper. Professional/personal separation rules. Target allocation and instruments.

S3

Cash Flow & Tax

Salary vs dividends. Personalized DCA plan. Annual and monthly execution plan.

S4

Dashboard

Crisis plan. Finance, Real Estate, Holding charters. Monitoring dashboard. Zero mental load.

Three levels
of advisory

Starter

Clarity

On request
90-minute wealth audit
Consolidated wealth map
Customized 3-Pocket framework
Target allocation + DCA rules
3 immediate action priorities
Core

Architect

€8,000 – €12,000
30-day program — 4 sessions
Finance, Real Estate, Holding charters
Complete CEO cash flow plan
10-indicator monitoring dashboard
Crisis plan -10/-20/-30%
Automated DCA plan
Elite

Advisory

€15,000 / year
Full Architect program included
Quarterly strategic review
Arbitrage on major opportunities
Direct access — Chief Capital Officer
12-month wealth roadmap
Dedicated external CCO

Nicola
Nortier

Entrepreneur, investor, and wealth strategist. After 20 years passionate about finance and 15 years of real estate investing, I built a structured portfolio from zero — holding company, real estate vehicles, diversified portfolios, international exposure.

Founder of The Next Event, a leading luxury event staffing agency for Porsche, LVMH, Dior, and Givenchy, I now advise a limited number of entrepreneurs on structuring their capital with the same level of excellence.

Expertise

Holding & real estate company structuring
ETF allocation & passive management
Tax optimization — France & international
Real estate: yield, DSCR, arbitrage
CEO cash flow & holding distributions
Crisis plans & capital protection
Referenced clients
Porsche · LVMH · Dior · Givenchy
Certifications in progress
AMF · CIF · ANACOFI

The 4 capital reflexes

01

Structure

Holding, real estate, cash flow

02

Allocate

Real estate FR + international, markets

03

Optimize

Tax, vehicles, financing

04

Accelerate

AI, automation, systems

Let's talk in complete
confidentiality

A 45-minute strategic conversation, no commitment, to assess whether our approach matches your wealth challenges.

Book a slot

Schedule a 30-minute strategic conversation directly.