Your contracts are costing you more than you think.Deposit them: see what they cost you.

Assurance-vie, retirement savings plans, personal protection plans: a comprehensive analysis of your contracts, showing their annual cost in euros. Free, no appointment necessary, reviewed by a financial investment advisor.

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Le cavalier Balmont, sculpture ivoire à facette verte

An advisor who calculates, compares and coordinates.Since 2013, in Lyon.

Each contract charges a fee, every year.

On your savings, without you even noticing.

We read them for you.

You submit the statement. The X-ray identifies the management fees and those of the media.

The actual cost, in euros.

Not an abstract percentage: what this contract takes away from you each year.

And over twenty years.

At this rate, the total. Then an advisor reviews it and tells you what deserves attention.

See what deserves a look

Your situation, your entry point.

SavingsUne plantule dans un bocal de pièces, crayon vert à côté : l’épargne qui se construitInsuranceUne famille dans un jardin lumineux, un cerf-volant vert : protéger ses prochesTax reductionUn immeuble blanc planté de végétation, fauteuil vert au premier plan : défiscalisation immobilièreExpatriationTax residency, exit tax, contracts, real estate remaining in France: expatriation is prepared before departure, not after.Une voyageuse dans un salon d’aéroport lumineux : préparer son expatriationLeadership and successionRemise de clés entre deux personnes : dirigeants et transmission

Go further.

Free simulators40 simulators and diagnostics compliant with 2026 regulations: assurance-vie, PER (retirement savings plan), employee savings plans, tax optimization, personal protection, credit. No registration required.Assurance-vie cost comparisonThree figures from your statement, compared over ten and twenty years. Free, no account required.Destinations42 countries documented: tax treaty, inheritance treaty, exit tax and social security contributions.Resources and blogNumerical case studies, expat FAQs, glossary and tax analyses.The wealth applicationYour figures transformed into decisions, reviewed and signed by a regulated advisor.Offers and pricesFree X-ray, space and annual review; fixed price assessments; commissions indicated before any signature.The firmFounded in 2013 in Lyon. Statutory articles of association, partners and remuneration displayed.

Our guides

The answers, before the appointment.

Living abroad (12 guides)Switzerland, Spain, Portugal, United Kingdom, Emirates, Monaco, Luxembourg: taxes and tax residence.Leaving France (8 guides)Exit tax, tax residence, IFI and capital gains when leaving.Tax treaties (10 guides)What the agreement between France and your host country stipulates.Luxembourg assurance-vie (12 guides)Security, control, redemption and taxation of a contract in Luxembourg.Assurance-vie in France (7 guides)Declaration, social security contributions, IFI and inheritance.Leadership and succession (18 guides)Transfer, holding, Dutreil, PER, gifts.

A firm in Lyon, since 2013.

0M€

of assets advised and supported by the firm.

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partner companies and management companies.

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States and territories linked to France by a tax treaty. We also provide support outside of such treaties.

Les toits de Lyon et la colline de Fourvière, fauteuil vert sur un balcon : le cabinet à Lyon

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