At the house of Balmont Conseil, Our pricing reflects our independence. It is based on three pillars:

  • Clarity: Each mission is subject to a detailed quote beforehand.

  • Adaptability: The cost is adjusted to the actual complexity of your case.

  • Requirement: A level of analysis and execution identical to the best market standards.

Wealth engineering by Balmont Conseil: where human expertise meets technological innovation. As an Augmented Wealth Engineer, I ensure the long-term viability of your assets and optimize your strategic choices for sustained performance.

Wealth Engineering Consulting

Consulting fees for auditing and strategy definition.

ExpertiseMission TypeFees (excluding VAT)
Audit & StrategyWealth assessment (Simplified / Complete / Advanced)€1,500 — €20,000
TaxationIR optimization / Overall strategy / Complex structuring€2,000 — €30,000
TransmissionEstate audit / Structuring of complex transfers€3,000 — €50,000
LeadersCompensation / Holding Company / Business Transfer€3,000 — €60,000
Business transferPre-sale assessment / Optimization / Post-sale€5,000 — €50,000

Specific support for cross-border profiles.

PhaseServiceFees (excluding VAT)
Departure from FranceExpatriation audit / International tax strategy€3,000 — €60,000
FacilityGlobal Wealth Management Support / Structuring€5,000 — €50,000
Recurring TrackingAnnual monitoring of international compliance€5,000 - €25,000 / year

Expatriation & International

Investments & Assets

Fees related to the implementation and monitoring of investment solutions.

Asset ClassImplementation / StructuringAnnual Monitoring / Commission
Investments (AV, PER, CTO)0 % to 3 %0.5 % to 1.5 %
Private Equity€5,000 — €20,0003 % to 5 %
Indirect Real Estate (SCPI)€1,000 — €5,000Min. 5 %
Real Estate Direct€2,000 — €10,000 (Assembly)3 % to 10 % (Research)
Protection & Insurance€500 — €8,000Included or flat rate

Choose your level of support

Because the complexity of your wealth evolves with your successes, our support packages are designed to adapt to each stage of your financial life. Whether you're looking for a rigorous vigilance on your assets, a strategic management for your leadership challenges, or a global management For Family Office type services, we offer you the power of the ALTA tool coupled with high-level human expertise.

Comparison of Comprehensive Support Packages

Included servicesStandard TrackingPremium TrackingMulti-Family Office
Target profileAssets in the process of being built up or simply managed.Complex assets, executives or expatriates.Large fortunes, family holdings and international stakes.
ALTA PilotingFull access to the platform.Full access + Personalized analytics.Comprehensive and consolidated strategic management.
Frequency of points1 annual report.Quarterly updates and deviation alerts.Priority access and points on demand.
Tax EngineeringBasic tracking.Advanced optimization (IR/IFI).Complex and cross-border strategies.
Investment AccessOpen standard architecture.Access to Private Equity and Club Deals.Exclusive offers and tailor-made mandates.
Annual fees€2,000 — €5,000€5,000 — €15,000Starting from €15,000

Comprehensive Support & Advanced Strategies

For long-term control and high-precision assemblies.

Tracking Formulas

  • Standard Tracking: €2,000 to €5,000 per year

  • Premium Tracking: €5,000 to €15,000 per year

  • Multi-Family Office: €15,000 to €100,000 per year

 

High-Precision Engineering

  • "Buy, Borrow, Die" strategy: €10,000 — €50,000

  • Lombard Credit & Financing: €5,000 — €25,000

  • Advanced International Optimization: €10,000 — €50,000

Terms and conditions of
Collaboration

To guarantee complete legal and operational security, our processes are digitized:

  1. Systematic quote: Issuance of a detailed mission letter before any intervention.

  2. Electronic Signature: Mandatory and secure validation process.

  3. Centralized Payment: Payment via the Stripe interface.

  4. Flexibility: Billing per mission (one-off project) or annually (recurring follow-up).

Conclusion : Balmont Conseil is not a distributor of financial products. We are a strategy firm dedicated to the performance and protection of your assets, regardless of their complexity.

Wealth Excellence at the Service of Your Freedom

At the house of Balmont Conseil, We don't just manage numbers. We build structures capable of weathering economic cycles and securing your future, both in France and internationally.

By combining the rigor of'wealth engineering, the transparency of a model independent and the technological power of our platform ALTA, We offer you a level of advice previously reserved for the wealthiest individuals.

Ready to switch to augmented piloting?

Your wealth deserves a highly precise strategy, not a standardized solution. Let's discuss your objectives and see how we can transform your assets into drivers of sustainable growth.

Alexis Sagnier

With over 17 years of expertise in financial engineering, Alexis Sagnier assists executives and expatriates in securing their cross-border challenges.

Ready to structure Your future?

Whether you are in Lyon or on the other side of the world, Alexis Sagnier and the Balmont Conseil team are ready to listen to you.