Founded in 2007, CAPELIS is a wealth management firm (cabinet en gestion de patrimoine) dedicated to providing personalized wealth strategies for its clients. The firm operates as a Financial Investment Advisor (Conseil en Investissements Financiers - CIF), registered with the French authorities. Its core mission is to assist clients with the creation, management, and transmission of their wealth through tailored advice on financial investments, real estate, retirement planning, and tax optimization.

Founded in

France