WELCOME TO KMH GESTION PRIVÉE

Since 2007, we have been advising private individuals, company directors,
expatriates or institutional investors on asset management and
optimisation.

You are a private individual

We advise private individuals on a comprehensive wealth organisation: investment strategies, tax optimization, retirement planning, inheritance tax optimisation…

conseils patrimoniaux aux professionnels
You are a company director

We use our expertise to serve your needs: payment optimisation, accident and sickness insurance, retirement optimisation, spouse protection, business transfer…

conseil aupres des expat
You are an expatriate

Our team is specialized in international issues: inheritance, tax optimisation, matrimonial adjustments, investments advice, retirement planning…

OUR EXPERTISE

We have gathered for you a multidisciplinary team

capable of meeting all your wealth needs

Financial investment advice

We guide you through choosing proper financial investments, maintaining the aim of security and return on investment.

Patrimonial Engineering

Take advantage of our expertise to optimize your wealth organization. We assist you on every step.

Real estate investment consulting

Property business is a major asset to develop patrimony, reduce taxation or collect additional earnings, provided a safe investment.

Financial and Property brokerage

Our broker activity enables us to assist you both on financing your real estate projects and choosing the right investment or insurance products.

KMH GESTION PRIVÉE IN FIGURES

5

EXPERTS

70 000 000

MILLIONS OF ASSETS IN MANAGEMENT

22

YEARS OF EXPERIENCE

CERCLE FRANCE PATRIMOINE

A well-recognised French association of Wealth Managers

 

KMH Gestion Privée is a member of the Cercle France Patrimoine, a well-recognised French association of independants managing more than one billion Euros of assets. This association enables professionals to exchange and share, in order to constantly improve the quality of service offered to the clients.

cercle-france-patrimoine-lyon