FINANCIERE DE GENES

What FINANCIERE DE GENES does

Financière de Gênes is a privately-held, independent wealth management advisory firm (SARL) founded in 2007 by Grégoire Laval and headquartered in Levallois-Perret, a suburb of Paris. The firm delivers personalized 360° patrimonial advisory services to high-net-worth individuals, business owners, liberal professionals, senior executives, expatriates, and large accounts, with a stated emphasis on long-term, multi-generational client relationships. Core services are organized into four pillars: Conseils Patrimoniaux (civil, fiscal, and financial advisory coordinated with partner notaries, lawyers, and accountants), Immobilier Patrimonial (heritage real estate investments focused on tax-advantaged programs such as Monuments Historiques, Malraux, Denormandie, Déficit Foncier, LMNP/LMP), Assurances Vie (French and Luxembourg-domiciled life insurance and capitalization contracts), and Solutions pour les Entreprises (corporate wealth management, protection, and succession planning including PER, employee savings, and key person insurance).

The business is built without proprietary technology—services are delivered through human advisory relationships supported by a professional partner network. Revenue is generated through advisory fees (quote-based, established after a comprehensive patrimonial analysis and formalized in an engagement letter) and commissions on intermediation acts (entry fees plus 60-80% of ongoing management fees). The firm operates from a single location with no disclosed headcount beyond the founder, holds the full suite of French regulatory registrations (CIF/AMF, IAS/IOBSP/ACPR, real estate agent, Orias 08040165), and is a member of ANACOFI-CIF, ANACOFI-COURTAGE, and ANACOFI-IMMO. Go-to-market is exclusively through direct advisory consultations and referral-based, multi-generational client acquisition with no digital channels or marketing automation identified.

Financière de Gênes carries €10,000 in share capital, has no external investors or institutional shareholders, and is operated as a solo advisory practice under the founder's direction. The firm is GDPR-compliant, holds no disclosed patents or trademarks, has no subsidiaries, and has not undergone any disclosed M&A, funding rounds, leadership changes, or restructuring events. The current scale signals suggest a small, stable, lifestyle-oriented advisory practice.

Name

FINANCIERE DE GENES

Legal name

Financière de Gênes

Website

https://financieredegenes.fr

Company type

Private

Founded year

2007

Operating status

Operating

Short description

Financière de Gênes is an independent French wealth management advisory firm founded in 2007, serving high-net-worth individuals, business owners, executives, and expatriates through personalized patrimonial strategy, tax-advantaged real estate, and life insurance solutions.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Loan Brokers (6163)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Wealth management advisory
• Estate planning services
• Investment advisory
• Insurance brokerage
• Tax optimization consulting

Headquarters

HQ city

Levallois-perret

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): Fees charged for comprehensive patrimonial analysis and advisory services, determined after analysis and integrated into the engagement letter.
2. Commissions: For intermediation acts, the advisor receives the totality of entry fees minus the share acquired by the company that authorizes the product distribution, plus a fraction of management fees between 60-80%.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Financière de Gênes is an independent French wealth management advisory firm providing personalized patrimonial strategy, tax-optimized real estate investments (Monument Historique, Malraux, Denormandie), life insurance brokerage (French and Luxembourg law), corporate treasury management, and succession planning services. The firm is led by founder Grégoire Laval and serves high-net-worth individuals, business owners, liberal professionals, executives, expatriates, and large accounts through direct advisory consultations supported by a partner network of notaries, lawyers, and accountants.

Product overview

Financière de Gênes is an independent wealth management advisory firm offering a comprehensive suite of services organized into four main pillars: Conseils Patrimoniaux (personalized wealth advisory), Immobilier Patrimonial (heritage real estate investments), Assurances Vie (life insurance solutions), and Solutions pour les Entreprises (corporate wealth management). The core product is its personalized 360° wealth advisory service, which coordinates with partner notaries, lawyers, and accountants. The real estate investment offering centers on tax-advantaged programs including Monument Historique, Malraux, Denormandie, Déficit Foncier, and LMNP/LMP status, complemented by SCPI funds. Insurance solutions span French and Luxembourg-domiciled life insurance, PER retirement plans, employee savings (PEI/PERECOI), and business treasury management. Corporate protection products include providence contracts, health insurance, IFC, and key person insurance. All services are delivered through a single integrated advisory approach with long-term relationship focus.

Differentiator

Problem solved

Functional benefit

Products and services

• Conseils Patrimoniaux
• Immobilier Patrimonial
• Assurances Vie
• Solutions pour les Entreprises

Quantifiable outcome

• Monuments Historiques: 450,000€ acquisition with 80% works can yield up to 162,000€ tax savings over 2-3 years (81,000€/year) for investor with 45% marginal tax rate
• +2 more outcomes

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• ANACOFI-CIFcoreOthersProfessional association membership. Financière de Gênes is a member of ANACOFI-CIF, an AMF-licensed association for financial investment advisors. Member of ANACOFI-COURTAGE (ACPR-licensed insurance intermediary association) and ANACOFI-IMMO (real estate professional association). These memberships provide regulatory standing and professional network access.

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• BNP Paribas Wealth Management: Private banking arm of BNP Paribas serving entrepreneurs, executives, and HNW individuals across France and Europe with full advisory, financing, and real estate services. Overlaps with Financière de Gênes on personas and service pillars but at vastly greater scale.
• Rothschild & Co (Rothschild Martin Maurel): Independent global advisory group with a long-standing French private banking franchise serving HNW families, business owners, and executives with advisory and wealth structuring. Comparable on HNW entrepreneurial clientele and independent positioning but at materially larger scale.
• Société Générale Private Banking: Private banking division of Société Générale offering wealth advisory, real estate, and life insurance to French HNW and business owners. Directly addresses the same client needs as Financière de Gênes but with banking balance sheet and proprietary product suite.
• Indosuez Wealth Management: Wealth management arm of Crédit Agricole Group serving HNW clients globally with advisory, financing, and cross-border solutions. Comparable end-customer segment but at much larger scale with broader product set.
• Natixis Wealth Management: Wealth management arm of Natixis (Groupe BPCE) providing advisory, asset management, and financing solutions to private clients and entrepreneurs. Comparable customer base and integrated offering.

Direct peers

• BDL Capital Management: French independent wealth management firm combining advisory, asset management, and family-office-style services for business owners and executives. Comparable boutique scale and HNW entrepreneurial focus.
• La Financière de l'Échiquier: French independent asset management and wealth advisory firm with HNW and institutional reach, including entrepreneurial clientele and tax-aware investment solutions. Comparable in independent positioning and French HNW focus.
• Cyrus Conseil: Independent French private wealth advisor providing patrimonial engineering, real estate advisory, and financial/investment solutions to HNW clients. Comparable as a multi-pillar independent CGP serving similar personas.
• Premium Wealth Management: French independent wealth management advisory firm serving entrepreneurs, executives, and HNW clients with patrimonial strategy and tax-advantaged real estate expertise. Directly comparable in target client and advisory-only model.
• Hoche Partenaires: Leading French independent CGP offering multi-advisor wealth management, tax optimization, and life insurance solutions to HNW individuals and business owners. Closely comparable to Financière de Gênes in independent advisory positioning and 360° patrimonial approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 FINANCIERE DE GENES