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Trust Balmont Conseil. As a member firm of ANACOFI, an association approved by the AMF, we defend your interests through an open architecture with no ties to any bank. Whether it's asset management from Lyon or international wealth and estate planning, Alexis Sagnier has been by your side since 2013: savings, insurance, tax and wealth transfer.

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BALMONT CONSEIL

80 rue Docteur Edmond Locard 69005 Lyon

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Wealth management and insurance advisory firm

Why trust Balmont Conseil?
Wealth is a living architecture; we are its guardians and strategists. Specialists in the field for many years, we ensure rigorous management of your cases, drawing on proven expertise and in-depth market knowledge.

Regulated expertise: Balmont Conseil is a Financial Investment Advisory firm (CIF), a member of ANACOFI (National Association of Financial Advisors), and approved by the French Financial Markets Authority (AMF). We are registered with ORIAS under number 13003497 and are subject to the profession's code of ethics.

Open Architecture: Unlike banking networks, we have no capital ties with financial institutions. This open architecture allows us to select, from among 23 partner insurers and asset managers, the solutions best suited to your situation (Luxembourg assurance-vie, private equity, real estate).

Quantified wealth structuring: each recommendation is written, justified by your situation and quantified in euros (tax, fees, wealth transfer), from exit tax to contribution and sale (Article 150-0 B ter of the French Tax Code).

Rooted in Lyon, international reach: based in Lyon, our firm advises families, business owners and expatriates in many countries. We master the specifics of bilateral tax treaties to offer close, personal advice, whatever your time zone.

Legal information & compliance
Company: Balmont Conseil SASU with a capital of €450, RCS Lyon 790 249 452.
Status: financial investment adviser (CIF) and insurance broker, ORIAS no. 13003497.
Regulators: supervised by the AMF and the ACPR.
Guarantee: professional indemnity insurance and financial guarantee in accordance with the Monetary and Financial Code.

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