Fidelio

Private Wealth Management Services

The comprehensive and independent approach of an expert accountant

Private Wealth Management Services

Managing and preserving your wealth is a key daily concern for individuals.

That is why we have created a dedicated service offering personalized support and top-level expertise.

From income tax returns to wealth transfer, we leverage our experience and multidisciplinary expertise to provide the professionalism expected of an expert accountant.

Whether you need to optimize your wealth, plan for retirement, or simply seek sound advice, our teams guide you through every step with discretion, ensuring greater peace of mind.

Your needs

Tax returns
Entrust us with the preparation and submission of your tax returns to secure your situation and meet legal deadlines.
Tax returns
Wealth management
Benefit from tailor-made wealth management strategies adapted to your financial goals. Plan your investments and the transfer of your assets.
Wealth management
Rental income management
Delegate the management of your rental income. Outsource the accounting and tax management of your furnished rental property (LMNP).
Rental income management
Retirement planning
Anticipate and optimize your retirement based on your future needs and available opportunities.
Retirement planning

Our expertises

Individual
Whether you're an executive, employee, investor, or property owner, we offer personalized support tailored to your needs.If you have multiple income sources or a complex asset portfolio, we provide flexible services based on your requirements.
International Private Client
Managing wealth and income tax efficiently, we explain the tax options for internationally mobile individuals and their families. We file the necessary tax returns and work with our global network to minimize international tax exposure.
Family office

Your structure serves one or more families over the long term, deploying and managing their wealth strategies.

We act as an extension of your operations by handling your clients' accounting, tax, legal, and social back-office services with discretion.

Find Out More 

Annual financial management for protected individuals

Annual financial management for protected individuals

Every year, the legal representative of a protected person (in guardianship or curatorship) must prepare a financial report for the family council, judge, notary, or legal representative.

This financial report must be submitted to the court for verification without any prior reminder from the court.

What we can do for you

Based on the information provided by the legal representative, we maintain the accounting and update the asset register of the protected individual.

Upon completion, we assist the legal representative in preparing the financial report, its annex, and the necessary documents for submission to the court.

Our support can also extend to reviewing income tax returns filed by the guardian or curator or providing a broader financial audit of the documents submitted.