Olivier Raso receives clients in Grasse by appointment. The first meeting is free of charge, with no obligation — an opportunity to assess together whether our approach matches your expectations and your wealth goals.
The form below is dedicated to enquiries relating to wealth management advice. All information submitted is strictly confidential and handled personally by Olivier Raso.
The questions below cover the main points raised during first contacts. If your question isn't listed here, please feel free to ask us directly.
Yes, without any ambiguity. The first meeting is free of charge, confidential and carries no obligation — on your part or ours.
No invoice is issued until an engagement letter has been jointly signed. If the discussion does not lead to a working relationship, you simply leave with an initial insight into your situation.
JR CONSEIL applies no wealth threshold to accept a first meeting. The relevance of working together depends less on the size of your wealth than on the complexity of the issues to be addressed: family structure, taxation, transmission, business ownership, expatriation, and so on.
The vast majority of our clients are supported on structuring issues rather than simple day-to-day savings management.
Our method of remuneration is clearly disclosed from the first meeting. Depending on the nature of the service, it may take three forms: direct fees, placement commissions paid by partner institutions, or management fee retrocessions over the life of the contract.
In accordance with regulation (IDD, MiFID II), the full amount of remuneration received is disclosed to you in advance and in writing. Full details are given in the dedicated section.
We respond to every enquiry within 24 working hours. Depending on your availability and ours, a first appointment is generally possible within a few days to two weeks. For time-sensitive situations (business sale, an ongoing succession, end of the tax year), we make every effort to adjust our schedule.
The firm is physically based in Grasse (Alpes-Maritimes). We also meet clients at their home or office along the French Riviera (from Saint-Tropez to Menton, including Nice, Cannes, Antibes, Monaco and Sophia Antipolis).
For clients based outside the region or abroad, secure video conferencing is preferred. More than 15% of our clients live outside France.
No documents are required for the first exploratory meeting. You may, however, bring a brief overview of your situation if you wish and have it to hand: the composition of your property and financial wealth, your professional situation, your marital situation.
Should we take on an engagement, a precise list of useful documents will be sent to you in writing.
Information shared with us is protected by professional secrecy and handled exclusively by Olivier Raso. Our document management systems are secure; no data is shared with commercial third parties.
Legal obligations (anti-money laundering, tax) may require, in strictly defined cases, the disclosure of information to the competent authorities. The full applicable GDPR framework is detailed in the data protection policy.
Yes, regularly. The complexity of certain wealth situations requires close coordination with specialist professionals: notaries for transmission, tax lawyers for complex structures, accountants for business owners, financing brokers for property. JR CONSEIL works within an open network and can, where appropriate, refer you to the most relevant colleagues for your file.
Every file is personally supervised by Olivier Raso. Your information is never shared with commercial third parties, never used for prospecting purposes, and remains protected by professional secrecy. No client file is ever sold or shared — this is a fundamental condition of independent practice.
