Wealth Management with Vaneau Gestion Privée

A Global Approach to Serving Your Wealth

At Vaneau Gestion Privée, we view wealth management as a deeply personal, human, and strategic process. It is not limited to financial management but involves structuring, enhancing, and transmitting wealth with a long-term, holistic vision.

Whether you are an entrepreneur, business leader, expatriate, heir, or real estate investor, our experts accompany you with discretion, rigor, and independence at every stage of your wealth journey.

Who Benefits from Wealth Management with Vaneau Gestion Privée?

Our services are designed for affluent clients, typically starting at €2 million in assets (financial, real estate, or business-related), seeking a personalized, strategic approach to their wealth.

Our clientele includes:

• Entrepreneurs and family business owners
• Senior executives and liberal professionals
• Wealthy families and heirs
• Real estate investors in France and internationally
• International clients with interests in France and Europe

The Pillars of Vaneau Gestion Privée Wealth Management

Strategic Wealth Planning and Asset Allocation

Our priority is to build a coherent wealth structure tailored to your life goals. Following a full audit of your situation, we design a balanced asset allocation that may include:

• Financial investments
• ​​​​​​​Specialized contracts
• Residential or investment real estate
• Private equity, investment funds, and club deals
• Alternative assets (forests, art, etc.)
• Customized Luxembourg life insurance policies

We collaborate with the best partners—asset managers, private banks, notaries, and tax advisors—with full independence and a focus on sustainable performance.

Estate Planning and Wealth Transmission

Our wealth engineers assist you in the legal and tax optimization of your estate:

• Structuring of family holdings
• ​​​​​​​Family transmission (gifts, inheritances, Dutreil pacts)
• IFI (real estate wealth tax) optimization
• Business transfers
• Preparing for changes in tax residency
• Creating philanthropic foundations

Each solution is crafted tailor-made, confidentially, and proactively to align with your goals.

Real Estate Strategy and Prestige Asset Management

Leveraging the Vaneau Group’s expertise in luxury real estate in Paris, Brussels, Cannes, and Marrakech, our support also includes:

• Sourcing and acquiring prestigious properties
• ​​​​​​​Optimizing rental yields
• Advisory on property sales and tax structuring
• Assistance with property investment structuring (SCI, usufruct dismemberment, LMNP)

Our real estate DNA enables us to offer off-market opportunities that perfectly match your wealth strategy.

Why Choose Vaneau Gestion Privée for Your Wealth Management?

A Personalized and Confidential Approach

At Vaneau Gestion Privée, we nurture close and trusted relationships with our clients. You benefit from:

• A dedicated, single point of contact who understands your needs
• ​​​​​​​Access to a network of highly qualified partners (lawyers, notaries, tax specialists, asset managers)
• An integrated view across your financial, real estate, and professional assets
• Absolute confidentiality in all our interactions

An Integrated Group, Serving Your Legacy

As part of the Vaneau Group, a renowned player in luxury real estate, we seamlessly connect your wealth strategy to concrete real estate opportunities. This 360° approach—at the crossroads of advisory and action—is one of our distinctive strengths.

Long-Term Support, Evolving with You

Our approach is not limited to a one-time service. We support you over time, adapting to the evolutions of your personal, professional, or family life:

• Creation, transfer, or sale of a business
• ​​​​​​​Marriage, divorce, or succession planning
• Expatriation or return to France
• Changes in tax or wealth structures
• Evolutions in financial markets and regulations

Your wealth strategy evolves with you—our role is to steer it with coherence, security, and foresight.

ESG, Responsible Investing, and Purposeful Wealth

Purpose and sustainability are increasingly important in wealth management. We assist clients in integrating ESG (Environmental, Social, Governance) criteria into their portfolios and projects:

• Sustainable and impact investments
• ​​​​​​​Ecological and responsible real estate
• Transmission of values through philanthropy and art

Our belief: A strong legacy is one that is aligned with your values.

In Summary: Your Wealth, Our Commitment

Choosing Vaneau Gestion Privée means opting for support that is:

• Strategic and personalized
• ​​​​​​​Independent and exacting
• Ethical and confidential
• Rooted in the tradition of French excellence

For a confidential and personalized wealth study, please contact us via our online form or by email at service-client@vaneaugp.fr.