The 16th arrondissement — Trocadéro, Passy, Auteuil, La Muette, Chaillot — is home to a long-established wealthy clientele: executives of major groups and banks, heirs of prominent industrial and financial families, heads of family holding companies, prestigious liberal professions (physicians, business lawyers), diplomats, and finance and asset management professionals. ASTERALE serves this clientele with a comprehensive, open-architecture approach: 360° wealth architecture, tax engineering and succession planning, and rigorous selection of investment vehicles.
Alongside the 7th and 8th, the 16th is one of the three wealthiest arrondissements in Paris. Its residents hold very substantial estates, often spanning several generations under our care: prestigious Haussmann apartments (frequently 200-400 m²), private mansions (Auteuil, Passy), structured family holding companies, and diversified portfolios in private equity and discretionary management. The dominant challenges: heavy IFI (wealth tax) to optimise, structured multi-generational succession (often three generations in parallel), management of family holding companies, coordination with family offices, and structuring of alternative investments.
Catherine, 72, an industrialist's widow, three adult children (living in the 16th, the 7th and Geneva), six grandchildren. Total estate of €22M: a 280 m² Haussmann apartment on avenue Mozart (€5.5M), a private mansion in Auteuil (€4.8M), a family holding company (€8M), life insurance (€2.2M), a portfolio of securities and funds (€1.5M). IFI due: €195,000/year. Objectives: prepare a multi-generational succession (children + grandchildren), reduce the IFI, optimise the family holding company. Working with its partners, ASTERALE put in place: a pacte Dutreil on the holding company, staged shared gifts with ownership splitting (démembrement), cross-generational gifts to the grandchildren, and a family foundation. Projected savings over 10 years: -€3.8M across IFI and inheritance tax.
We deliver a comprehensive wealth approach (holistic view, multi-disciplinary expertise, lasting relationship) without the conflicts of interest of a private bank.
Ownership splitting (démembrement), collateral pledging, temporary gift of usufruct, real estate holding company: we master every lever of IFI optimisation.
A human-scale firm, CIF professional secrecy, personalised handling: 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, PEA, capitalisation contract, securities accounts, discretionary management.
SCPI, LMNP, Malraux, property deficit schemes, bare ownership, historic monuments.
Income tax, IFI, capital gains, family holding company, contribution-sale, pacte Dutreil.
PER, Madelin, article 83, TNS protection cover, spouse protection, supplementary schemes.
Gifts, ownership splitting (démembrement), pacte Dutreil, estate-planning life insurance.
Executive remuneration, business sale, holding company, OBO, corporate cash management.
Yes. Several ASTERALE clients manage family holding companies of €10 to €50 million. 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, we work regularly with notaries in the 16th arrondissement (avenue Victor-Hugo, Auteuil, Passy). On request, we can recommend trusted notaries suited to the complexity of your situation.
Yes, it is one of our specialities. We structure strategies across three generations: staged shared gifts, temporary ownership splitting (démembrement), cross-generational gifts to grandchildren, family foundations, and family holding companies with a pacte Dutreil (family business relief).
Yes, for French tax residents with international ties. Our network of cross-border tax lawyers (UK, Switzerland, US, Emirates) allows us to structure succession and asset management across multiple jurisdictions.
At our Arcueil office, at your home in the 16th arrondissement, or by video call. One hour, free of charge, strictly confidential. For complex estates, we schedule an initial scoping session followed by an in-depth session after reviewing your documents.
Wealth management adviser · Founder of ASTERALE
Open-architecture firm in Arcueil & Paris — bespoke guidance for private clients and business owners from €500,000 in assets. Comprehensive wealth approach, tax engineering, rigorous selection of the best investment vehicles.
One hour to understand your situation, identify the first avenues of optimisation 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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