Althos Heritage

What Althos Heritage does

Althos Heritage is a Paris-based independent wealth management and multi-family office founded in 2009, operating from 161 Boulevard Haussmann (75008 Paris). The firm is 100% independent, employee-owned, and registered with ORIAS and the French Chamber of Independent Wealth Management (CNCGP), serving clients with a €500,000 minimum in financial assets.

Its service catalogue spans discretionary wealth management ("Gestion de Fortune"), multi-family office coordination, tax and legal structuring ("Structuration Patrimoniale Juridique et Fiscale"), and estate/succession engineering ("Transmission et Ingénierie Successorale"). Alongside traditional advisory, the firm distributes a layered alternatives shelf composed of Althos Private Equity, Althos Private Credit, and Antheor Private Infrastructure (with exposure to data centers and AI ecosystem projects), the tax-deferred "Fonds Réinvestissement 150-0 B ter" mechanism, and Luxembourg life insurance wrappers ("Assurance-Vie Luxembourgeoise"). It also supports business owners with dedicated advisory ("Accompagnement des Chefs d'Entreprise") and runs L'Académie Althos, an in-house educational platform.

Its go-to-market targets business owners ("chefs d'entreprise"), liberal professionals, executives and managers, and expatriates, with a stated emphasis on institutional share classes without retrocessions. Revenue is generated from advisory fees (proportional or fixed on AUM), recurring follow-up fees, and product distribution economics across alternatives and insurance wrappers. The firm does not disclose AUM, revenue, or headcount growth.

Name

Althos Heritage

Legal name

Althos

Website

https://althos-patrimoine.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Althos Heritage is a Paris-based, independent, employee-owned wealth management and multi-family office serving business owners, liberal professionals, executives, and expatriates with a €500,000 entry ticket, offering discretionary wealth management, tax and legal structuring, alternatives (private equity, private credit, infrastructure), and Luxembourg life insurance.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

Private Client/High-Net-Worth Advisory (FSAEAAAN), Family Office Services (Single & Multi-Family Office) (FSABADAF), Private Banking Cross-Border & International Wealth Services (FSABADAL), Family Governance & Next-Gen Advisory (Education, Family Councils) (FSAAABAK)

Keywords

• Wealth management advisory
• Private equity investing
• Luxembourg life insurance
• Multi-family office
• Estate planning services

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Advisory Fees (Honoraires de conseil): Transparent advisory fees clearly established upfront in a mission letter. Fees are based on a percentage of assets under advisory or fixed advisory fees.
2. Follow-up Fees (Frais de suivi): Clearly defined follow-up fees for ongoing portfolio monitoring and management services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Althos Heritage is an independent Paris-based wealth management and multi-family office firm serving high-net-worth individuals, families, business owners, liberal professionals, and expatriates. It delivers dedicated advisory services supported by a multidisciplinary team, alongside proprietary non-listed investment vehicles (Private Equity, Private Credit, Infrastructure), a Luxembourg life insurance offering with the 'triangle de sécurité', the Article 150-0 B ter reinvestment fund, and integrated tax, legal, and succession engineering.

Product overview

Althos Heritage is a Paris-based independent wealth management and private banking advisory firm offering a unified suite of wealth structuring, investment, and estate planning services. The core portfolio consists of three proprietary non-listed investment funds — Althos Private Equity, Althos Private Credit, and Antheor Private Infrastructure — complemented by Luxembourg life insurance (Assurance-Vie Luxembourgeoise), the Article 150-0 B ter reinvestissement fund, and a Multi Family Office service. These products are delivered alongside advisory service modules for legal/tax structuring, asset allocation (financial, real estate, private markets), business owner support, and succession engineering. The firm operates on a fully independent, open-architecture model with no retrocessions, providing institutional-quality access to private markets for clients with a minimum of €500,000 in financial assets.

Differentiator

Problem solved

Functional benefit

Brands

• Althos Private Equity: Non-listed investment solution focusing on private equity allocations.
• Althos Private Credit
• Antheor Private Infrastructure

Products and services

• Althos Private Equity Private equity investment offering allowing clients to access equity stakes in non-listed companies, co-investments, and international funds, targeted at qualified HNW investors.
• Althos Private Credit Private credit/debt solution providing access to private lending opportunities and debt instruments outside public markets for HNW clients.
• Antheor Private Infrastructure Non-listed infrastructure investment vehicle enabling participation in energy, transport, digital infrastructure, data centers, and AI ecosystem projects.
• Fonds Réinvestissement 150-0 B ter Specialized reinvestment fund utilizing the French Article 150-0 B ter mechanism, enabling business owners to defer capital gains taxes upon selling a company by reinvesting proceeds.
• Assurance-Vie Luxembourgeoise Luxembourg life insurance contract offering the 'triangle de sécurité' (security triangle) with asset segregation, dedicated funds, customized allocations, and favorable succession planning framework for HNW clients.
• Gestion de Fortune Wealth management service providing diversified financial management, private markets access (Private Equity, Private Credit, Infrastructure), and integrated real estate solutions for HNW clients.
• Multi Family Office Comprehensive multi-family office service offering exclusive non-listed investments (co-investments, real estate club deals), international wealth structuring, Lombard credit, and family governance advisory for ultra-HNW families.
• Structuration Patrimoniale Juridique et Fiscale Legal and tax wealth structuring service including tax optimization, civil structuring (civil companies, holdings, trusts, family foundations), and international organization for HNW clients.
• Transmission et Ingénierie Successorale Estate planning and succession engineering service covering donation optimization, property division arrangements (démembrements), Dutreil pacts, and heir protection solutions.
• Accompagnement des Chefs d'Entreprise Business owner advisory service covering sale and reinvestment (150-0 B ter mechanism), holding structures, strategic financing (growth, LBO, partial cash-out), and executive compensation optimization.

Quantifiable outcome

• 4.9/5 Trustpilot rating based on 89 reviews

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• UGH Patrimoine: Independent French wealth advisory (gestion de patrimoine) firm serving HNW clients with tax optimisation, real estate, and structured investment offerings—competes head-to-head with Althos in the Paris HNW entrepreneur segment.
• Herez: Paris-based multi-family office offering wealth engineering, transmission, and asset allocation services for entrepreneurial and expatriate families; mirrors Althos's Multi Family Office positioning and HNW entrepreneur focus.
• Cholet Dupont (Groupe Cholet Dupont): Independent French private wealth and asset management group (Paris-headquartered) providing bespoke advisory, open-architecture allocation, and family office services to HNW clients—overlapping directly with Althos's hybrid advisory / private-markets / family-office proposition.
• Cyrus Conseil: Paris-based independent wealth management (gestion de patrimoine) advisory firm serving HNW individuals and business owners with a multi-advisor model; the closest direct competitor to Althos by mission, client profile (entrepreneurs, executives, expatriates), and France-only footprint.
• Forteo (Patrimoine & Investissement): Independent French wealth management and family-office advisor focused on business owners, transmission, and tax-optimisation strategies; operates with a similar dedicated-advisor, no-retrocession model to Althos.

Broad incumbents

• Indosuez Wealth Management (Crédit Agricole CIB): French-headquartered global private bank with deep Luxembourg insurance franchise and cross-border wealth structuring capabilities; competes for the same French entrepreneur and expatriate client base but as a captive bank-led platform rather than an independent advisor.
• Rothschild & Co (Rothschild & Co Asset Management / Five Arrows): Global private banking and alternative asset manager serving UHNW families with transmission, private-markets, and Luxembourg insurance solutions; competes for the largest French and pan-European family wealth relationships Althos targets at the upper end.
• BNP Paribas Wealth Management: Large French private bank offering advisory, investment, real estate, transmission, and Luxembourg insurance services to HNW/UHNW clients—dominant incumbent whose in-house product catalogue and distribution network define the competitive bar Althos differentiates against.
• Lombard Odier: Geneva-headquartered private bank with strong Luxembourg and cross-border wealth engineering capabilities serving European HNW families; comparable to Althos on the expatriate/international structuring side but as a much larger, full-stack institution.
• Pictet Group: Swiss private bank and asset manager with recognised HNW wealth management, cross-border, and private-markets capabilities for European families; represents the international, institutionally backed alternative Althos's independent positioning targets against.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/AlthosPat
• LinkedInlinkedin.com/company/althos-patrimoine

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Althos Heritage