Open architecture · Multi Family Office

The best of each universe. 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

Edmond de Rothschild
Generali
Swiss Life
Baloise
La Française AM
Sofidy
123 Investment Managers
Nortia
Paref
Perial
Remake AM
Selencia
Abeille Assurance
UAF Life
AXA
Vie Plus
Atland Voisin
Eres
AFI ESCA Patrimoine
Intencial Patrimoine
M Capital Partners
Vatel Capital
Ecofip
Perl

And many other management companies, insurers and platforms — selected on a case-by-case basis according to your situation.

How we work

The best of each wealth universe

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.

ODDO BHFEdmond de Rothschild REIMThe Frenchwoman123 Investment ManagersNortiaSofidyParef ManagementPerial AMRemake AMAtland VoisinSelencia WealthAmundiAdvenis REIMAestiamAlderanAltarea IMAltixia REIMArkéa REIMAtreamConsultim AMDNCAEpsicap REIMEuryale AMFiducial ManagementReal Estate & TerritoriesGreenman ArthInter GestionIrokoKyaneos AMMagellim REIMMatacapitalNatixisNorma CapitalNovaxia InvestmentPraemia REIMSogenial Real EstateTheoreimUrban PremiumAlpheys InvestBNP Paribas Real EstateSociété GénéraleGoldman SachsBPCE

Luxembourg assurance-vie & contracts

French and Luxembourg contracts (euro funds, unit-linked funds, FID/FAS) for structuring and transferring.

GeneraliSwiss LifeBaloise Insurance LuxembourgLombard InternationalIntencial WealthUAF LifeLife PlusAXA ThémaECA PatrimoineApicilAllianz Life LuxembourgCNP AssurancesCNP LuxembourgCNP PatrimoineCGVIEGenerali LuxembourgGeneration LifeGresham BankInora LifeLa Mondiale EuropartnerOneLifeOradea LifePrepare for LifePrimordialSpiricaUMRVitis LifeWealinsAEPAG2R La MondialeCo-parties

Insurance, health & loan protection

Protecting the key man, the family and the credit — the foundation of any legacy.

MMA Expertise & PatrimoineAbeille AssuranceAFI ESCA WealthUnep

Tax breaks & the real economy

Industrial Girardin, FIP/FCPI, real estate companies, private equity — useful taxation, backed by the real economy.

EcofipInter InvestM Capital PartnersVatel CapitalPearlEresElevation Capital PartnerSolvestLinaclub

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 situation

A simple question about our partners? Write to us at contact@balmontconseil.com

Balmont Conseil — Multi Family Office · Lyon · member of ANACOFI