Achievements & Support

Strategic Reallocation — Entrepreneur in Switzerland

A French entrepreneur based in Switzerland entrusted us with reviewing the strategic allocation of his assets, with the aim of optimising supplementary income generation and planning lifestyle financing until a major capital influx expected in the coming years. The client chose Odax Wealth Partners for our extensive partner network, our ability to obtain advantageous conditions and our collaborative approach, preserving his relationships with historical partners.

Luxury Real Estate Reorganisation — Paris & Côte d'Azur

An entrepreneur, primarily exposed in luxury real estate, engaged us to support the reorganisation of his property portfolio in Paris and on the Côte d'Azur. Through our expertise and network, we coordinated exchanges with financial institutions and specialised partners, enabling the implementation of refinancing tailored to his objectives.

Major Real Estate Financing

We supported a client in implementing a tailored financing solution for the acquisition of a major real estate project. Through our expertise and partner network, we coordinated exchanges between various financial and legal stakeholders, enabling the client to secure the necessary funds for the project.

Administration — Prestige Vehicle Collection

A client engaged us to assume a board role within his family wealth company, which holds a prestigious vehicle collection. We provide strategic and administrative oversight of the company and coordinate exchanges with financial partners to facilitate the financing of new acquisitions.