CAPISEIS is a wealth management advisory firm serving individuals, business leaders and companies in Annecy. Formed through the combination of RM Savoie and SMB Patrimoine, it brings complementary expertise together under one identity, with a focus on close, tailored advice. The firm coordinates the wealth, legal, tax and financial aspects of each client’s situation to build strategies aligned with their priorities, constraints and plans.

For individuals, CAPISEIS advises on retirement planning, tax management, insurance, succession and property investments, helping clients organise, grow and transfer their assets. For companies and their leaders, it supports business transfer planning, the management of surplus cash, decisions about remuneration and dividends, social protection, and safeguards for partners, teams and business activity.

Its process moves from understanding a client’s circumstances to analysing assets, cash flows, risks and time horizons, then building a personalised strategy and supporting its implementation over time. CAPISEIS uses digital and AI tools to assist its work while keeping recommendations and consequential decisions under human oversight.