Valmontis is a wealth management and financial advisory firm serving individuals and business leaders. Its goal is to make sophisticated wealth management more accessible by combining the standards of a family office with a clear, personalized approach. The firm helps clients organize, invest, grow and pass on their assets through long-term strategies tailored to their circumstances and goals.

Valmontis begins with an analysis of a client’s existing situation, then develops recommendations, supports implementation and provides ongoing follow-up. Its investment solutions include life insurance in France and Luxembourg, ETFs and financial markets, structured products, private debt and private equity. The firm also advises on reinvesting capital, optimizing income and taxation, and establishing a foundation for future wealth. Clients can use a dedicated platform to monitor their investments.

Valmontis states that partner fees are negotiated and that it charges no entry, arbitration or contribution fees. The firm reports more than €100 million in assets accompanied, 500 clients followed and over 10 years of combined experience.