tailored to you
Bespoke advisory, from €100k.
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Our trusted partners
Our expertise
Kapitalia is a bespoke advisory firm, regulated by the AMF.
Discover our expertiseLuxembourg & French life insurance - PER - PEA - CTO - Structured products - Private Equity
Rental buildings - Investments in France & internationally - Managed LMNP - REITs - Short-term rentals
Holding structures, share-for-share exchanges (150-0 B ter), Dutreil pact. Every solution documented, quantified and legally secured.
Succession audit, property dismemberment, shareholder agreements. Family wealth protection and optimised transmission.
Wealth structuring, compensation optimisation, exit preparation, we secure every step of your journey.
High income, heavy taxation, limited time. We build lasting wealth tailored to your practice.
Exit Tax, cross-border structuring, international taxation. We anticipate and optimise your mobility.
Our clients
Every profile has its own challenges. We tailor our advice to your reality.
The Kapitalia impact
Real case of a business owner, result after Kapitalia advisory.
Before
income tax / year
After
income tax / year
Initial situation
After optimisation
Our method
Step 01
Comprehensive analysis of your financial, tax and succession situation.
Step 02
Development of a personalised roadmap aligned with your objectives.
Step 03
Coordinated execution with our selected partners, monitoring every step.
Step 04
Regular reporting, proactive adjustments and long-term support.
Testimonials
Thanks to the restructuring proposed by Kapitalia, I reduced my tax burden by €47,000 per year while securing the transmission of my business.
Bertrand C.
CEO, IT Consulting Firm
After selling my company, Kapitalia guided me through a 150-0 B ter scheme. My capital is now reinvested in a diversified way with controlled taxation.
Stéphane G.
Entrepreneur, Former SaaS Founder
Every recommendation is documented, quantified and tailored to my risk profile. This is the level of rigour I expected from a wealth advisor.
Dr. Marie L.
Medical Specialist, Paris
Kapitalia helped me structure my wealth before moving abroad. Exit Tax, Luxembourg life insurance, everything was anticipated and optimised.
Laurent M.
CFO, expatriate in London
A rare level of rigour in their support. In two years, my real estate portfolio was entirely restructured with significant tax savings.
Sophie D.
Dental Surgeon, Lyon
The founder
With over 8 years of experience in wealth engineering, Olivier founded Kapitalia with one conviction:
To offer truly independent advice, free from conflicts of interest.
Discover his background
