Épargne Plurielle

Épargne Plurielle is a wealth management firm based in Paris, with a presence in Antibes, serving individuals, business leaders, companies and expatriates. The firm helps clients make financial and asset-planning decisions in light of their personal, professional and tax circumstances, beginning with a discussion of their goals and needs.

Its services cover savings and investment planning, retirement preparation, tax optimisation and wealth transfer. Available solutions include French and Luxembourg life insurance, securities accounts, PEA plans, retirement savings plans, and real estate investments such as SCPI funds and rental property. The firm also provides guidance on tax-reduction schemes, while noting that investing carries risks, including possible loss of capital.

For expatriates, Épargne Plurielle offers advice on investments, retirement, non-resident taxation and financing, including credit support. For businesses and leaders, its services include company savings plans, employee remuneration planning, business treasury management, executive status advice, company formation structures and business-sale planning. The firm also provides financial and asset-organisation advice, investment guidance, real estate services and online simulations.