Who we are

Welcome to GEFINÉO, your trusted partner in investment advice and wealth management in Paris. Founded in 2008 by Guillaume Eyssette, GEFINÉO prides itself on being the architect of your finances. As a boutique firm specializing in wealth management and investments, we offer our clients (individuals, self-employed professionals, medical professionals, business owners, etc.) a renowned expertise and the freedom to provide tailored recommendations.

Our team’s extensive training, proven methodologies, and adherence to strict procedures have earned us the prestigious ISO 22222 certification, an international quality standard for wealth management and financial planning activities. We believe in the power of long-term savings as a key to financial success and sustainability, and our expertise in managing long-term savings has been lauded by clients, legal partners, accounting experts, the press, and industry peers alike.

What we Do

At GEFINÉO, our mission goes beyond chasing short-term market trends. Instead, we focus on nurturing and growing your wealth for future generations or for when you decide to step back from your professional endeavors. Through a strategic long-term approach, we aim to capitalize on investment value appreciation over 8 to 10 years, providing you with more certainty and stability compared to short or medium-term strategies.

To ensure an efficient optimization of your wealth, we tailor our management strategies to different time horizons. Whether you’re looking for solutions in savings, retirement planning, real estate investments, succession planning, tax optimization, or value investing, GEFINÉO offers a comprehensive suite of services to meet your financial goals.

Why you should use us

When you choose GEFINÉO as your financial advisor, you gain access to a team of experts committed to understanding your unique financial situation and crafting personalized strategies to help you achieve your long-term financial objectives. Our client-centric approach means that we prioritize your financial well-being above all else, providing transparent advice and recommendations that align with your goals and values.

With our ISO 22222 certification and track record of success in managing long-term savings, you can trust GEFINÉO to navigate the complexities of the financial landscape with precision and care. Whether you’re seeking to build wealth for the future, plan for retirement, or optimize your tax position, GEFINÉO is here to guide you every step of the way.

What can you ask?

• How can GEFINÉO help me plan for retirement?
• What types of investment strategies does GEFINÉO recommend for long-term wealth growth?
• Can GEFINÉO assist me with tax optimization strategies?
• How does GEFINÉO tailor its wealth management solutions to different time horizons?
• What sets GEFINÉO apart from other financial advisory firms in Paris?