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Wealth management

Our tailor-made financial investment solutions

We offer a comprehensive range of open-ended financial investments with an advisory management approach. Whether you are a private or professional investor, we can assist you in building and optimising your wealth.

Investment Products 

  • Share Savings Plan (PEA) and PEA-PME: invest in European shares with a favourable tax framework.

  • French and Luxembourg life insurance: diversification, flexible management and optimised transfer.

  • Capitalisation contract: an effective tool for managing, transferring and optimising the taxation of your investments.

  • Term account: grow your capital over a limited period.

  • Ordinary securities account (France & Luxembourg): direct access to global financial markets.

  • Company savings plan (PEE): employee savings solution to optimise your income and prepare for the future.

Alternative investments

  • Crowdfunding / Club Deals: gain access to exclusive opportunities in real estate, innovative companies and high-potential projects.

Tax exemption solutions

  • Retirement savings plan (individual PER & collective PERCO): prepare for your retirement while enjoying tax benefits.

  • Girardin Industriel scheme: reduce your income tax by investing in overseas territories.

Optimisation and support

  • Credit and loan insurance broker: find the best terms for your financing.

  • Wealth management: a comprehensive approach to structuring, securing and transferring your wealth.

Prêt à économiser ?
A residential street lined with brick houses stretches into the distance under a partly cloudy sky. A large tree without leaves stands tall on the right side, casting long shadows on the wet pavement. For sale signs are visible in front of the houses, indicating real estate activity. The sunlight filters through the branches, creating a serene atmosphere.
A residential street lined with brick houses stretches into the distance under a partly cloudy sky. A large tree without leaves stands tall on the right side, casting long shadows on the wet pavement. For sale signs are visible in front of the houses, indicating real estate activity. The sunlight filters through the branches, creating a serene atmosphere.
Investissement immobilier

Découvrez nos solutions d'investissement immobilier sur mesure, adaptées à vos besoins pour valoriser et sécuriser votre patrimoine.

500€

En savoir plus

Prix de départ

A commercial property featuring two buildings with metal roofs, situated in an industrial area. Several parked vehicles, including vans and cars, are seen near the buildings. The surroundings are well-maintained with greenery and clear weather with blue skies and clouds in the background.
A commercial property featuring two buildings with metal roofs, situated in an industrial area. Several parked vehicles, including vans and cars, are seen near the buildings. The surroundings are well-maintained with greenery and clear weather with blue skies and clouds in the background.
Conseil en patrimoine

Notre équipe d'experts vous accompagne dans la gestion de votre patrimoine immobilier, en vous offrant des conseils personnalisés et adaptés à votre situation.

Tarif conseillé

300€

En savoir plus
A tall residential building with multiple floors and balconies, set against a clear blue sky. The structure is flanked by lush green trees. At the foreground, a retail space is available for lease, with visible signs advertising it. Several vehicles, including vans and cars, are parked along the street, and a pedestrian walks nearby.
A tall residential building with multiple floors and balconies, set against a clear blue sky. The structure is flanked by lush green trees. At the foreground, a retail space is available for lease, with visible signs advertising it. Several vehicles, including vans and cars, are parked along the street, and a pedestrian walks nearby.
Stratégies d'investissement

Nous proposons des stratégies d'investissement innovantes, utilisant des outils digitaux pour optimiser la gestion de votre patrimoine immobilier.

Coût estimé

750€

En savoir plus
Our group
BALLMONT Properties
CC Place des Grands Hommes – 1er étage – CS 22029
33001 Bordeaux
BALLMONT Wealth Management
11 avenue Delcassé
75008 Paris

COntact details

contact@ballmont.fr

05 40 25 60 98

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