Whether you need an ongoing advisory mandate or a focused engagement around a specific event, 3i Atlas builds around your situation — not around a product shelf or a house view.
Residency transitions to Luxembourg, Geneva, or elsewhere — with the tax, estate, and investment implications managed as a single coordinated strategy.
Navigating Canadian tax rules, ownership structures, and regulatory requirements from abroad requires local knowledge paired with international perspective.
A business sale creates a one-time window to restructure everything — investment policy, tax efficiency, estate planning, and family governance — before it closes.
For clients whose financial life spans more than one country, generic wealth planning fails at the borders. We map the full picture — residency status, asset location, holding structures, and succession — across all relevant jurisdictions simultaneously.
We work alongside your legal and tax advisors to ensure the investment and planning strategy is aligned with your cross-border tax position — not developed in isolation from it. Treaty analysis, departure tax planning, and ongoing compliance coordination.
Independent portfolio review, asset allocation strategy, and access to private market opportunities — without the product distribution conflicts that shape advice at most institutions. We advise; you decide; your custodian executes.
For families considering or building a family office structure — whether a single-family or multi-family model — we help define governance frameworks, select service providers, and design the operational infrastructure around your specific needs.
Every engagement is led directly by François — whether it is an ongoing mandate or a focused project.
A continuous relationship covering investment strategy, planning decisions, and cross-border coordination as your situation evolves. Typically structured as an annual retainer.
A focused mandate around a specific event — a liquidity event, a residency transition, an estate restructuring. Defined scope, defined timeline, defined deliverables.
Every new relationship begins the same way — a confidential conversation to understand whether we are the right fit.
That is exactly what the introductory call is for.