Wealth management — foreign nationals in France

French wealth, explained
to those who chose France.

A generalist wealth-management firm whose speciality is lives lived across two systems. We never start from a product: we start from your situation — the countries, the calendar, the family.

Book a call

We meet on your timezone — it is currently

I'm moving to France Tax residency, the impatriate regime, what to restructure before you land — the decisions that don't wait.I live in France Investing, pensions and estate planning inside the French system — assurance-vie, forced heirship, treaties.I'm leaving France Exit cleanly: the final return, exit tax on large portfolios, and what each French wrapper becomes abroad.

Both sides of every position

The French treatment and the home-country one, read together — treaties, reporting, wrappers. Written, dated, sourced; what we could not verify is labelled unverified.

For your nationality's real problems

US persons live under FATCA and PFIC; UK nationals rebuild what Brexit unwound. Different problems, different pages.

Succession, faced early

French forced heirship surprises every foreign family once. We explain it calmly — and design around it while options remain open.

A first thirty-minute call

You describe your situation; we tell you what deserves attention, in what order — and whether we can help.