Wealth management

Alter Family Office, wealth management company and subsidiary of vaneau patrimoine, proposes financial, legal and tax expertise corresponding to your income, to give the most appropriate advice for your future investments.

vaneau alter gestion de fortune 4

Alter Family Office manages your assets so that they bear fruit. Taking care of individuals with assets from 1.5 to 50 million euros, our managers handle 30 to 40 files at most and are obligatorily approved by the “Autorité des Marchés Financiers” (AMF). 100% independent, Alter Family Office’s sole aim is to serve your interest, in all discretion.

Our mission

Quite simply, to grow your assets and income, limit risks, define tax strategies. We work closely with tax experts, asset engineers, certified accountants, notaries... After analyzing your asset statement, we offer advice in the light of your goals: asset transfer, maximising return on certain investments, risk investment etc. We address all the issues and specific aspects of each dossier: is it better to own a property alone or jointly? Full ownership or split up ? Directly or via an SCI?

Building a portfolio

We also help you build your portfolio and guide you towards a more profitable investment - or disinvestment - strategy. It is usually better to opt for diversification, reduce risks you may be running. We consider the yield aimed for, the investment’s duration. Unlike a salaried manager who gives priority to financial investments linked to his employer, whether a bank or insurance company, we offer, thanks to our total independence, financial products on all markets: stocks, real estate, but vineyards or artworks. 

Contact us


ALTER FAMILY OFFICE by Vaneau Patrimoine

50, rue de Châteaudun,
75009 Paris
Tel : +33 (0)1 45 03 80 92

SAS VANEAU, SAS RC PARIS B 450 623 103, sise 50 rue de Châteaudun, 75009 Paris is responsible for the storage of any personal information you may submit via this form. The information collected via this form will be stored to provide you with a response in accordance to your request for information and to receive marketing offers and services. The only parties to receive your details are the Vaneau agencies, Vaneaus marketing department, as well as our service provider for the carrying out of any outsourced services. Your details will be stored in our database for three years. You retain the right to access, modify transfer or delete your personal information and retain the right to this information post-mortem. You also have the possibility of demanding limits to the storage of this information or refusing the storage of any of your details. You can exercise these rights by writing to : SAS VANEAU, 50 rue de Châteaudun, 75009 Paris or by email: contact@vaneau.fr. You also have the possibility to file a complaint to the CNIL. You can also obtain all information relating to the treatment of your personal information used by SAS VANEAU by reading the terms and conditions privacy policy.

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