Open architecture · Multi Family Office
A specialist for each field. Chosen for you.
As a multi-family office, Balmont Conseil selects the most financially sound mortgages on the market for each family—both in France and internationally. Your best interests guide each of our recommendations.
They equip our clients
A selection of top-tier partners
And many other management companies, insurers and platforms — selected on a case-by-case basis according to your situation.
How we work
A specialist for each wealth sector
Every need has its specialist. We orchestrate these areas of expertise into a single strategy, managed from your Balmont Wealth app.
Asset management, SCPI & real estate
Leading asset management firms and companies for your portfolios, SCPIs and real assets.
Luxembourg assurance-vie & contracts
French and Luxembourg contracts (euro funds, unit-linked funds, FID/FAS) for structuring and transferring.
Insurance, health & loan protection
Protecting the key man, the family and the credit — the foundation of any legacy.
Tax breaks & the real economy
Industrial Girardin, FIP/FCPI, real estate companies, private equity — useful taxation, backed by the real economy.
Your interest, our partners
Let's talk about your situation.
We guide you towards solutions truly tailored to your situation. A no-obligation consultation to gain clarity.
Discuss your situationA simple question about our partners? Write to us at contact@balmontconseil.com
Balmont Conseil — Multi Family Office · Lyon · member of ANACOFI
