Prestimoine is a Paris-based wealth management and financial advisory firm focused on structuring and protecting clients’ capital. Its approach combines experience and innovation, with advice tailored to each client’s circumstances and objectives, supported by an emphasis on long-term relationships and sustainable solutions. The firm’s team advises business leaders, families, and investors on wealth strategy, asset structuring, investment decisions, tax considerations, and wealth transfer.

Prestimoine’s expertise includes retirement savings plans (PER), life insurance, Luxembourg life insurance, real estate investment through SCPI funds, the 150-0 B Ter regime, and industrial Girardin investment. The firm also offers online simulators to help users assess health insurance and income-protection needs, explore supplementary coverage, estimate PER contributions and potential tax savings, and consider life insurance savings. Clients can arrange an appointment with an adviser for guidance and personalized analysis. Prestimoine is based at 3 avenue Bertie Albrecht in Paris and is open Monday to Friday. Its stated mission is to make complex wealth matters clearer and help clients make informed decisions about protecting, developing, and passing on their assets.