Financial Advisor in Paris
Wealth management, portfolio management, tax optimization, and personal insurance solutions – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We are specialized in real estate investments and we will be able to assist you with your property portfolio oversight.
Financial investment
Grow and spread your wealth with top-tier investment solutions, including listed shares, SCPI, private equity, and other options tailored to your financial objectives.
Tax optimization and reduction
Reduce your tax burden with attractive fiscal arrangements such as Censi-Bouvard incentives, SME-focused assets, and other personalized strategies to enhance your tax efficiency while preserving your assets.
Insurance & financial protection
Secure tomorrow for you and your family with customized solutions, including estate protection, capital preservation, healthcare solutions, and protection for your dependents, in collaboration with our carefully selected experts.
What our clients say
Officially Accredited
With over 400 businesses accompanied monthly, we are officially accredited by the French tax authorities to submit electronic tax filings, ensuring rigorous and fully compliant accounting services.
Get in touch!
Let’s start a conversation. Tell a bit yourself and send you inquiry to us. we’ll get back to you as soon as possible.
Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Paris?
At French Tax Online, we are committed to being your trusted partner for financial and tax management in France. With a proven track record and a team led by three certified chartered accountants, we guide our clients in making strategic financial decisions with integrity, transparency, and efficiency.
Our team behind the door.
Our Vision.
We aim to be the most reliable tax reference partner for foreigners in France.
Our Mission.
Our mission is to build customer relationships founded on commitment, integrity, and mutual trust.
We offer our customers a high level of expertise and service quality, ensuring that they feel valued and unnecessary costs are minimized.
FAQ: Financial advisor in Paris
Why hire a financial advisor in Paris?
The financial decisions you make today can have a significant influence over time on your tax liability and wealth management. A Paris-based wealth advisor helps you refine your strategy and plan optimal approaches for your wealth.
With deep expertise in French taxation, especially for non-residents and international clients, a tax and wealth specialist delivers custom guidance to maximize your financial potential while staying clear of costly mistakes. Whether you want to reduce your tax burden, plan for retirement, or structure your assets, we accompany you throughout the process.
What is the cost of wealth management advice?
The hourly consultation rate is €700. At our firm, we deliver clear and actionable financial guidance. A sound and expertly crafted financial plan can help you save substantial amounts in the long run.
How does a consultation with FTO work?
A session with our wealth management specialists is based on a clear, step-by-step methodology to ensure custom and efficient guidance:
During the initial consultation, we get a full picture of your objectives, current taxation, and asset allocation strategies. Whether it’s tax optimization, real estate investment, international mobility, or asset structuring, this step lays the foundation for our advice.
After a thorough assessment, our advisor shares strategic options. We walk you through the alternatives, potential tax benefits, and important warnings to minimize risk.
Once solutions are identified, we assist in the practical setup, including paperwork, funding strategies, and tax filing optimization.
Depending on your needs, we ensure long-term assistance to adjust your strategy according to economic shifts, new regulations, or your personal financial evolution. Our experts ensure that your decisions remain aligned with your financial objectives.
Can I get a free consultation?
Our consultations are paid to guarantee high-quality, personalized service. Each analysis is carefully conducted by an expert who reviews your case in detail to provide recommendations tailored to your specific situation.
You can also get an initial 15 minute free consultation with our sales director to understand your situation and ensure our service is right for you. Click here to book it now.
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