FIMARIS

Fimaris is an independent wealth management firm based in Mulhouse, France. It supports families, business owners, cross-border workers, senior executives and liberal professionals with tailored advice designed around their circumstances and goals. The firm takes a holistic approach, bringing together wealth planning, investment, taxation, retirement preparation and asset transfer to help clients make clear, coherent decisions for the short, medium and long term.

Fimaris advises on savings and investments, including financial markets, structured products and SCPI real estate investment vehicles. It also helps clients plan for retirement, manage tax considerations, structure and secure their wealth, and prepare for transmission. For companies and their leaders, services include guidance on investing and managing business cash reserves, remuneration and succession planning.

The firm emphasizes independent, personalized advice, transparency and alignment with clients’ interests rather than standardized solutions. Its approach combines technical expertise with attentive, human support. Fimaris reports having accompanied more than 250 families and advised on over €150 million in savings, offering clients a broad view of their financial situation and practical guidance for their projects.