Open architecture
Our partners, selected with no network constraints
As an independent advisory firm, Balmont Conseil sells no bank’s products. Across the entire French and international market, we select the most solid houses — private banks, insurers, asset managers — solely in the interest of you and your family, wherever in the world they live.
Private banks & asset management
For high-level financial management and bespoke mandates.
Franco-German private bank, European expertise in conviction management and private equity.
Swiss and Luxembourg asset manager, a global reference in wealth and real-asset management.
Independent asset manager specialising in private equity (FCPI / FIP) and the real economy.
Next-generation SCPI manager (REMAKE Live), pan-European real estate with no subscription fees.
Life insurance & Luxembourg contracts
Wealth wrappers in open architecture, in France and Luxembourg.
Specialist in premium open-architecture life insurance for advisors.
APICIL / Alpheys group — complete multi-asset contracts and wealth support.
Protection and savings insurer, Madelin retirement contracts and borrower solutions.
Life-insurance platform designed for independent advisors.
Flexible life-insurance contracts backed by Crédit Mutuel Arkéa.
Protection, health & borrower insurance
Protecting people, executives and families — including internationally.
Leading French wholesale broker, a multi-line hub (health, protection, P&C) with international reach.
Top-tier American insurer, protection and borrower solutions for demanding profiles.
A mutualist reference in individual and group health and protection.
Wholesale health / protection broker with innovative, digitalised ranges.
Specialist in bespoke borrower insurance (delegation, Lemoine law).
Tax efficiency & the real economy
Tax reduction and investment in the regions, notably overseas.
Specialist in industrial Girardin and overseas financing for over 20 years.
Overseas tax-efficiency operator and secured Girardin solutions.
A reference in employee savings and corporate retirement (PEE, PER), backed by Amundi.
A living selection, serving the families we support all over the world
This list evolves constantly: we add new partners as soon as they bring real value to our clients, in France and abroad. That is the open architecture of a true Multi Family Office.
Discuss your situation