The 7th arrondissement — Invalides, the Eiffel Tower, Gros-Caillou, Saint-Thomas-d'Aquin, Champ-de-Mars, École militaire — is home to one of the wealthiest client bases in Paris: senior civil servants (ministries, ENA, Conseil d'État), diplomats, prestigious liberal professions, executives of major groups, heirs to established fortunes, and the antique dealers of the rue du Bac and the rue de Beaune. ASTERALE serves this clientele with a comprehensive, open-architecture approach to wealth: 360° wealth architecture, tax engineering and succession planning, and rigorous selection of investment vehicles.
Alongside the 16th and the 8th, the 7th is one of the three wealthiest arrondissements in Paris. Its residents are characterised by substantial, historically established fortunes: private mansions and prestigious apartments (often 200-500 m²), art collections, private equity funds, family offices, and holding company shares. The dominant concerns: a heavy IFI (French wealth tax) burden to optimise, structured intergenerational succession, the management of sophisticated assets (art, prestige real estate, private equity), and coordination with family offices and international advisers.
Henri, 67, a former industrial group chief executive, married, with three established adult children (two in France, one in London). Total wealth of €18M: a private mansion on the rue de Grenelle (€8M), a second home on the Côte d'Azur (€3.5M), a family holding company (€4.2M), life insurance (€1.8M), a securities and private equity portfolio (€500,000). IFI due: €165,000/year. Objectives: prepare an international succession (a child in the UK), substantially reduce the IFI, and structure the nascent family office. ASTERALE, together with its partners, put in place: a pacte Dutreil on the family holding company (-90% in inheritance duties), a shared gift (donation-partage) with ownership splitting (démembrement), and a state-recognised public-interest foundation for the art collection. Coordination with a cross-border tax lawyer for the UK considerations.
We offer the comprehensive wealth approach (holistic vision, multi-disciplinary expertise, long-term support) without the conflicts of interest of a private bank.
Ownership splitting (démembrement), pledging, temporary gifts of usufruct, real estate holding companies: 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 (retirement savings plan), PEA, capitalisation contracts, securities accounts, discretionary management.
SCPI, LMNP, Malraux, property deficit schemes, bare ownership, Monuments historiques.
Income tax, IFI, capital gains, family holding companies, contribution-sale (apport-cession), pacte Dutreil.
PER, Madelin, article 83, protection cover for TNS (self-employed), spousal protection, supplementary plans.
Gifts, ownership splitting (démembrement), pacte Dutreil, life insurance for succession.
Executive remuneration, business sales, holding companies, OBO, corporate cash management.
Yes. Several ASTERALE clients hold wealth in excess of €10M, some beyond €50M. On these engagements, we coordinate with a network of specialist tax lawyers, family offices, private bankers and notaries. Our role is to orchestrate the overall strategy with no product of our own to place.
Yes, we regularly collaborate with the notaries and tax lawyers established in the 7th arrondissement (rue de l'Université, boulevard Saint-Germain, Invalides). On request, we recommend trusted advisers suited to the complexity of your situation.
Yes, in coordination with an auctioneer, a tax lawyer specialising in art, and foundations. The art collection is integrated into an overall wealth strategy: succession, dation en paiement (payment in kind), a state-recognised public-interest foundation, fiducie (French trust).
Yes, for French tax residents with international ties. We work with a network of cross-border tax lawyers (UK, Switzerland, Luxembourg, US) and coordinate with international family offices and private banks.
At our Arcueil office, at your home in the 7th arrondissement, or by video call. One hour, free of charge, strictly confidential. For complex estates, we often plan two meetings: one to frame the engagement, then one to present the first avenues after a preliminary review of your documents.
Wealth management adviser · Founder of ASTERALE
Open-architecture firm in Arcueil & Paris — bespoke guidance for wealthy individuals and business owners from €500,000 in assets. Comprehensive wealth approach, tax engineering, rigorous selection of the finest investment vehicles.
One hour to understand your situation, identify the first avenues for optimisation, and determine whether we are the right answer to your wealth objectives. In person or by video call. Book your slot directly below.
Widget not loading? Open Calendly in a new tab