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Private wealth management
Private wealth management: one advisor for your entire portfolio, not just one product.
Your contracts, your companies, your taxes, what your heirs will receive, a move abroad: private wealth management considers them all together, because a decision made on one affects the others. Balmont Conseil has been practicing this since 2013, in Lyon, for families residing in France and abroad.
What it covers
Five topics, one reading.
Private bank or firm
What changes for you.
| Private Banking | Balmont Conseil | |
|---|---|---|
| Contracts offered | Especially those in his group | 23 insurers and asset managers |
| Interlocutor | The one the bank designates | The same advisor since 2013 |
| What you pay | Management fees and commissions on its products | Fixed-price assessments, customized services at €500 including VAT per hour, insurance commissions on contracts purchased. |
| Company, sale, departure abroad | Depending on the teams available | In the same mission, with your notary and your accountant |
| Follow up | Business meetings | A free magazine every year, before the deadlines. |
Your accounts can remain in your bank: private management covers your entire wealth, not where it is deposited.
Frequently asked questions
What clients ask us.
Based on what wealth?
There is no threshold. What justifies private management is complexity: a company, property abroad, a blended family, IFI exceeding €1,300,000 of net real estate assets (article 964 of the CGI).
How much does private management cost?
Each assessment of your account has a fixed price, quoted before any commitment. A customized assessment costs €500 including VAT per hour, with the estimated time provided beforehand. Contracts purchased through us generate commissions paid by the insurers, which are detailed before any signature. The annual review is free.
Can I keep my bank?
Yes. Your accounts remain where they are. A assurance-vie contract of more than 8 years does not change insurers without being redeemed, therefore without losing its seniority: it is often kept, and supplemented alongside.
