Alerio Capital is a wealth management consultancy based in the Grand Est region of France, serving individuals, entrepreneurs, independent professionals and business leaders. The firm provides personalised guidance to help clients structure, grow, protect and transfer their assets, combining financial expertise, tax knowledge and a human approach.

Its services address a range of personal financial goals, including developing and diversifying wealth, reviewing tax strategies, preparing for retirement and planning estate transfers. Depending on each client’s circumstances, recommendations may involve real estate, financial investments, private equity, retirement savings plans, life insurance, donations or asset dismemberment.

For business leaders, Alerio Capital advises on remuneration, the management and allocation of company cash reserves, and preparation for a potential business sale, including related personal, financial and tax considerations. The firm aims to align wealth strategies with clients’ objectives and situations, with advice tailored to their needs. Based in the Metz area, Alerio Capital also shares articles and offers a newsletter for those interested in its work and wealth planning.