Défiler
Our history
Fifty-five yearsof a calling for finance.
A transmission of values as much as of expertise: rigour, independence and a genuine sense of service to the client.
Photo · Unsplash
A transmission of values as much as of expertise: rigour, independence and a genuine sense of service to the client.
Joseph Raso enters the French financial sector within a major institution. Over twenty-five years there, he builds deep expertise in markets, products and clients' wealth management needs — a founding career that would become the bedrock of everything that followed.
Joseph Raso enters the French financial sector within a major institution. Over twenty-five years there, he builds deep expertise in markets, products and clients' wealth management needs — a founding career that would become the bedrock of everything that followed.
Drawing on his experience within the major French bank, Joseph Raso establishes a fully independent wealth advisory firm in Grasse. His position is clear: to offer savers advice free from the conflicts of interest inherent to banking networks.
Drawing on his experience within the major French bank, Joseph Raso establishes a fully independent wealth advisory firm in Grasse. His position is clear: to offer savers advice free from the conflicts of interest inherent to banking networks.
A graduate in law and wealth management, Olivier Raso joins the firm founded by his father. He brings deep legal expertise and a thorough knowledge of the instruments of wealth transfer, tax optimisation, estate structuring and Luxembourg life insurance contracts.
A graduate in law and wealth management, Olivier Raso joins the firm founded by his father. He brings deep legal expertise and a thorough knowledge of the instruments of wealth transfer, tax optimisation, estate structuring and Luxembourg life insurance contracts.
Olivier Raso takes over full leadership of the firm. This transition unfolds in absolute continuity with the founding values, while enriching the offering with a contemporary approach: wealth engineering for business owners, structured products, and asset architecture built on Luxembourg contracts.
Olivier Raso takes over full leadership of the firm. This transition unfolds in absolute continuity with the founding values, while enriching the offering with a contemporary approach: wealth engineering for business owners, structured products, and asset architecture built on Luxembourg contracts.
JR CONSEIL remains deliberately human in scale: every client is personally supervised by Olivier Raso. The firm now supports more than 400 families, entrepreneurs and professionals — in France and abroad — the great majority of whom have remained loyal for over a decade.
JR CONSEIL remains deliberately human in scale: every client is personally supervised by Olivier Raso. The firm now supports more than 400 families, entrepreneurs and professionals — in France and abroad — the great majority of whom have remained loyal for over a decade.
Fifty-five years of expertise serving your wealth. The first meeting is free of charge.
