Balmont Conseil is a consulting firm wealth management consulting in Lyon, Founded in 2013, it caters to executives, expatriates, and professionals. As the first AI-enhanced wealth management firm in France, it offers a free, no-obligation wealth assessment to help build a customized strategy.
«I’ve just had an excellent year with my Lyon-based SME. My accountant is pushing me to pay myself everything as dividends, but I’ve heard about Article 150-0 B ter. Alexis, how can I optimize the cash outflow from my company, while also preparing for the future of my assets and minimizing the tax burden on my personal income?»
Are you a manager, expatriate, or professional in Lyon? Are you looking for a wealth management advisor who doesn't sell you their bank's products, but actually works in your best interest.
Balmont Conseil is a wealth management firm based in Lyon since 2013. Founded by Alexis Sagnier, it supports its clients across all aspects of their assets: taxation, investments, transfer, international.
Why choose a wealth management advisor in Lyon?
An open-architecture wealth management advisor is fundamentally different from a bank branch advisor. Here's why it makes all the difference for your wealth.
The services Balmont Conseil in Lyon
Tax optimization for repatriation is based on two pillars of exemption which combine to offer an exceptional "net-net" return.
Wealth management engineering for executives and professionals
Are you a business owner or a professional? Your professional and personal assets are closely linked. They need to be structured together.
Balmont Conseil has expertise in the specific solutions for executives: Dutreil Pact for business transfers, contribution-transfer 150-0 B ter, optimization of executive compensation, creation of asset holding companies.
The goal: to maximize what you retain at each stage of your journey.
Wealth management for expatriates
Do you live or work outside of France? International taxation is a minefield without the right support.
Balmont Conseil covers 128 countries and addresses issues specific to expatriates: Exit Tax upon leaving France, bilateral tax treaties, optimization of foreign income, return to France, international expatriation, SCPI for expatriates...
A rare expertise, directly accessible from Lyon.
Transmission and succession
Passing on your assets requires preparation. The earlier you plan ahead, the less inheritance tax you'll pay, and the more you'll protect your loved ones.
Gift, division of ownership (usufruct/bare ownership), Luxembourg assurance-vie, family SCI: each tool has its advantages depending on your situation. Balmont Conseil guides you clearly through this choice.
Tax optimization
It is possible to legally reduce your taxes. However, you need to choose the right schemes for your situation.
Real estate tax optimization, investments eligible for tax reductions, deferral or exemption strategies: Balmont Conseil analyzes your situation and identifies the appropriate levers, without selling you unsuitable tax products.
Investment and placement
Diversifying your assets is good. Doing it with the right products at the right time is better.
In open architecture, Balmont Conseil selects the best solutions for you: SCPI, private equity, multi-support/Luxembourg assurance-vie, direct real estate, PER... Without commercial bias, according to your objectives and investment horizon.
Our 4-step approach
A successful wealth management strategy relies on a rigorous and transparent method. At Balmont Conseil, we have formalized our support into four clear and distinct steps, designed to ensure that each recommendation is the result of in-depth analysis and precise simulations, notably through the integration of Artificial Intelligence.
Our process guarantees you objective, well-documented advice perfectly aligned with your life goals: assets, liabilities, taxation, and life objectives. This is the foundation of any sound advice.
Balmont Consulting in figures
A wealth management firm (CGP) recognized in Lyon for its expertise with complex profiles and expatriates and with more than 13 years of experience, Balmont Conseil puts performance and innovation through AI at the service of your objectives.
What our customers in Lyon are saying
Thanks to Balmont Conseil, I was able to confidently realize my financial projects. Their service was highly competent and impeccable.
Sahra P.
I am fully satisfied with the services of Balmont Conseil, who were able to meet my expectations and guide me effectively.
Claire O.
I am extremely grateful to Balmont Conseil for their personalized support and high-level expertise.
Jean-Christophe R.
Balmont Conseil provided me with tailored solutions to optimize my wealth management. I am delighted with their work.
Stéphane N.
I highly recommend Balmont Conseil for their professionalism, expertise and attentive listening to my needs.
Luc S.
Schedule an appointment with your wealth management advisor in Lyon
A free initial wealth assessment, with no obligation.
- Free and confidential
- No obligation on your part
- Response within 24 hours — 30-minute exchange
This comprehensive wealth assessment is an opportunity to analyze your current situation, your objectives and your projects (retirement, investment, transfer, tax optimization...) in order to establish a personalized strategy.
Take advantage of this free and no-obligation exchange to benefit from the expertise of a wealth management advisor.
FAQs on wealth management in Lyon 6 questions to find out more
Balmont Conseil, your wealth management firm in Lyon
Balmont Conseil has been based in Lyon since 2013. The firm assists clients throughout the Rhône-Alpes region, across France, and internationally. 128 countries.
Address : 80 rue Edmond Locard, 69005 Lyon — View on Google Maps
Areas of intervention: Lyon and its metropolitan area, Rhône-Alpes region, all of France, international
Certifications: Certified CIF — Member of ANACOFI — Registered with ORIAS
Founded by Alexis Sagnier, The firm was built on a simple conviction: good wealth management advice must be independent, transparent, and tailored to the reality of each client.
Alexis Sagnier
With over 17 years of expertise in financial engineering, Alexis Sagnier assists executives and expatriates in securing their cross-border challenges.
