Wealth management firm
Wealth engineering, fee optimisation and a multigenerational view, at every stage of your life.
Our firm
An independent wealth management firm, we advise individuals, families, company directors and self-employed professionals on building, optimising and passing on their wealth.
Our conviction : wealth that is well managed is a matter of strategy, not of products. Wealth engineering, long reserved for the largest fortunes, should benefit everyone. That is what this firm is for : giving you access to the same levers, with the same rigour, whatever your starting point.
Being independent, we distribute no in-house product. We select freely, on an open architecture basis, the solutions best suited to your situation, and we always explain why.
Three convictions that change everything
From building your wealth to passing it on : immediate tax relief, property deficit, split ownership, RSUs and stock options. We pull the levers that matter at each stage of your life, and we make them simple, readable and actionable.
Negotiated entry fees, low-cost contracts, switches without mark-ups. At equal performance, a few tenths of a percent less in annual fees represent, over 20 years, tens of thousands of euros that stay in your wealth.
Your comfort today, the protection of those close to you tomorrow, and an optimised transfer to the next generation. One trusted contact stays with you over time, from you to your children.
Our expertise
Four areas of expertise, one aim : that every decision serves your overall strategy.
Strategy first : understanding your situation as a whole, then pulling the right tax and legal levers.
An allocation built for your goals and your horizon, never the other way round.
Property as a lever to build wealth, financed, insured and structured on the best terms.
Protecting those who matter, and passing on what you have built, at the right time and at the right cost.
Our method, in four steps
Thirty minutes of listening to map your situation : assets, liabilities, taxation, life goals. This first review is free and without commitment.
Quantified recommendations and several scenarios compared : you decide in full knowledge, with a clear road map.
We select the solutions, negotiate the fees and coordinate the parties involved, notary, accountant, banks. You approve, we orchestrate.
Regular reviews and adjustments as your plans and the tax rules evolve, across several generations if need be.
What it changes for you
At equal performance, the level of fees makes all the difference over time, and a well-prepared transfer protects what you leave to those close to you.
Low-fee contract Standard contract
kept in your capital instead of being paid in fees.
to those close to you, rather than in inheritance duties.
Investing carries a risk of capital loss. Illustrative examples : regular contributions at identical gross performance (5 % a year), only the fee load varies (non-linear vertical scale) ; average duty saving on an anticipated transfer of €800,000. Non-contractual assumptions, which vary with each family and tax situation.
Anticipating your future income means giving yourself the freedom to keep living as you have chosen, rather than as circumstances dictate.
« Our profession : turning your life plans into reality. »
Your team
Your advisers bring together more than 25 years of experience, gained in private banks, wealth management houses and investment funds. From those years we have kept the rigour of the analysis, the precision of the execution and a long-term culture. From our independence we have made your first guarantee : recommendations guided by your interests, and nothing else.
The global, tailored approach of large estates, applied to yours.
The rigour, the discretion and the sense of service of the most demanding houses.
A culture of analysis and selection, at the service of your allocations.
Regulatory framework
Maison Aleva holds a regulated French status, is listed on the single public register of intermediaries and carries professional indemnity insurance. Every activity of the firm is declared, and you can verify it yourself.
The registration numbers, the supervisory bodies and the full legal notices are published in French, the language in which they are registered and in which they are binding. Translating statuses such as conseiller en investissements financiers or ORIAS would create wording that appears in no register.
Voir le cadre réglementaire et les mentions légales (français)
Our registrations can be checked on the single register of intermediaries, orias.fr.
Let us meet
The first meeting and your wealth review are free and without commitment. Thirty minutes to take stock, and to leave with a clear view of your next steps.
Choose the slot that suits you. You will receive a confirmation email straight away.
Open the booking page in a new tabor write to us : contact@maison-aleva.fr