Arius — Private wealth advisory firm

Private wealth advisory, inspired by family office methods

Arius supports entrepreneurs, families and private investors in structuring, protecting, growing and transmitting their wealth, with a cross-disciplinary approach that integrates the financial, legal, tax, civil and international dimensions of each situation.

A conviction

Important wealth decisions can never be taken in isolation


Wealth is rarely built around a single subject. It connects a family, a business, financial assets, real estate, a tax position, a civil-law organisation, transmission plans, personal risks — and sometimes several countries.

Each of these dimensions influences the others. An investment decision carries tax consequences; the sale of a business raises the question of the family's protection; a move abroad redraws the entire wealth organisation. Treating these subjects separately means taking the risk of incoherence.

Arius intervenes to provide a global reading of the situation, prioritise the issues at stake and coordinate decisions over time. The firm does not start from a product, but from a situation — yours.

Four movements of a single strategy

Structure, protect, invest, transmit

I

Structure

Organise private and business wealth in a coherent, lasting framework aligned with your objectives. Sound structuring comes before any investment decision.

II

Protect

Anticipate personal, family and professional risks. Protect the business owner, their loved ones, their partners and the continuity of the company against life's contingencies.

III

Invest

Build an allocation suited to your profile, your investment horizon, your tax position, your objectives and your liquidity constraints.

IV

Transmit

Prepare the transmission of wealth within a civil, tax and family framework — and, where the situation requires, an international one.

The method

A family office approach applied to private, entrepreneurial and family wealth.

Inspired by family office methods, Arius acts as a point of coordination for wealth matters. The firm helps its clients consolidate their overall vision, structure their decisions, engage with their advisers and anchor their choices in a long-term strategy.

This approach means working hand in hand with the client's usual advisers — notaries, lawyers, accountants, private banks, insurers, asset managers — so that every decision fits into a legible whole: wealth governance, long-term allocation, protection of family interests, and continuity between private, business and family wealth.

A global reading of wealth

Presence

Between France and Spain

Based in Strasbourg, with a regular presence in Madrid and Nice, Arius supports its clients in France and in Spain — and, more broadly, in their international wealth matters.

Strasbourg

Head office

Madrid

Regular presence

Nice

Regular presence

Advising wealth between France and Spain

First contact

Arrange a confidential initial conversation

A first meeting allows us to understand your situation, your priorities and how Arius can be of use. With no obligation, and in complete discretion.

Discuss your situation