Alexis Sagnier

Balmont Conseil is a wealth management advisory firm based in Lyon, offering financial and patrimonial guidance to individuals, business leaders, professionals and expatriates. Its services include comprehensive wealth reviews, tax assessments, long-term financial planning and ongoing portfolio support, as well as advice on inheritance, succession and wealth transfer. The firm helps clients assess savings and investment arrangements, including French and Luxembourg life insurance, individual and workplace retirement plans, securities accounts and employee savings schemes.

Its investment solutions cover property funds, rental property, private equity, insurance-based investments and other real estate opportunities. Balmont Conseil also provides guidance on tax optimisation, property ownership structures, business holdings and financing, including wealth-backed and property loans. For clients moving across borders, it advises on international wealth structuring, residency and expatriation-related tax matters, with information covering multiple destinations.

The firm’s online resources include financial tools, case studies and a life-insurance fee comparison service. Its website also highlights a free contract review, checked by a financial investment adviser, to help users understand the annual costs of life insurance or retirement savings plans