Neuilly-sur-Seine — one of the three wealthiest municipalities in France outside the Paris arrondissements — is home to an exceptional, long-established private clientele: prominent families established over several generations, executives of major CAC40 groups, heirs and heiresses of industrial and financial fortunes, former heads of state and senior civil servants, distinguished professionals, finance and asset management professionals. Estates here frequently exceed €10 million. ASTERALE serves this clientele with a comprehensive, discreet, strictly open-architecture approach to wealth.
Neuilly-sur-Seine, with average household wealth among the highest in France, presents an exceptional private clientele: historic industrial and financial families (private mansions in Bagatelle, Saint-James, Madrid), serving or retired CAC40 executives, heirs of family fortunes structured through holding companies, consulting and finance professionals (law firm partners, investment bank partners, fund executives). The dominant issues: IFI (wealth tax) optimisation (often €100-500k per year), complex intergenerational succession (three generations in parallel), structuring or restructuring family holding companies, coordination with family offices, management of international assets, transgenerational gifting strategies, and family foundations.
Jean-Christophe, 68, former head of a listed group, married, three adult children (one living in Geneva), seven grandchildren. Total wealth of €28 million: private mansion in Bagatelle (€8.5M), Haussmann-style apartment on Boulevard Maillot (€4.2M), residence on the Côte d'Azur (€3.8M), family wealth holding company subject to corporate tax (€8M), Luxembourg and French life insurance (€2.5M), private equity and listed securities portfolio (€1M). IFI (wealth tax) due: €240k per year. Objectives: structure the intergenerational succession (children + grandchildren), manage the tax position of the child in Switzerland, reduce IFI, and create a family foundation dedicated to the arts. ASTERALE coordinated with its partners: pacte Dutreil on the holding company (75% exemption), staged shared gifts with temporary ownership splitting (démembrement), transgenerational gifts to the 7 grandchildren (€700k in combined allowances), and a public-interest foundation. Projected savings over 15 years: -€6.2M.
We deliver a comprehensive approach to wealth (holistic vision, multi-disciplinary expertise, long-term partnership) without the conflicts of interest of a private bank.
Ownership splitting (démembrement), pledging, temporary gift of usufruct, real estate holding companies: we master every lever of IFI optimisation.
A boutique firm, professional secrecy as a regulated financial adviser, personalised service: your wealth remains strictly confidential.
We work hand in hand with your notary, tax lawyer and accountant. Our role is that of conductor of your wealth strategy.
Life insurance, PER (retirement savings plan), PEA, capitalisation contracts, securities accounts, discretionary management.
SCPI, LMNP, Malraux, land deficit schemes, bare ownership, historic monuments.
Income tax, IFI, capital gains, family holding companies, apport-cession 150-0 B ter, pacte Dutreil.
PER, Madelin, article 83, protection for the self-employed (TNS), spouse protection, supplementary cover.
Gifts, ownership splitting (démembrement), pacte Dutreil, life insurance for estate planning.
Executive remuneration, business sale, holding companies, OBO, corporate treasury.
Yes. Several ASTERALE clients in Neuilly hold estates of €15 to €50 million structured through family wealth holding companies. On these engagements, we coordinate a network of tax lawyers specialising in corporate and wealth law, notaries experienced in complex successions, family offices and partner private banks.
Yes, it is one of our specialities in Neuilly. We structure strategies across three generations: staged shared gifts, temporary ownership splitting (démembrement), transgenerational gifts to grandchildren (€700k to €1M in combined allowances), public-interest family foundations, and family holding companies with a pacte Dutreil.
Yes, we work regularly with the notaries of Neuilly and the avenue Charles-de-Gaulle. On request, we recommend notaries specialising in the transfer of complex estates (holding companies, international assets, works of art).
Yes, for French tax residents with international ties. Our network of cross-border tax lawyers (UK, Switzerland, US, Emirates, Italy) allows us to structure the transfer and management of multi-jurisdictional assets.
At our Arcueil office, at your home in Neuilly, or by video call. One hour, free of charge, strictly confidential. For highly complex estates (family holding companies, international assets, multiple generations), we begin with an initial scoping session followed by an in-depth review after analysing your documents.
Wealth management adviser · Founder of ASTERALE
Open-architecture firm in Arcueil & Paris — bespoke advice for private clients and business owners with assets from €500,000. A comprehensive approach to wealth, tax engineering, and rigorous selection of the finest investment solutions.
One hour to understand your situation, identify the first optimisation opportunities and determine whether we are the right answer to your wealth challenges. In person or by video call. Book your slot directly below.
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