Our Service Tiers

ESFIN GESTION SA structures its private banking offer across three tiers, each designed to match a distinct level of wealth complexity and advisory intensity. Whether you are building your first significant patrimony or managing a multi-generational estate, we have a dedicated framework to support you. All tiers share the same cooperative values, ethical standards, and access to impact investment solutions. Pricing reflects the depth of personalisation and the breadth of specialist resources mobilised on your behalf.

Essentiel

From €1,500/yr

Designed for clients entering private banking, seeking structured wealth guidance and access to responsible investment products for the first time.

  • Dedicated private wealth counsellor
  • Annual comprehensive patrimony review
  • Access to curated ESG investment universe
  • Basic estate and tax planning advisory
  • Quarterly performance reporting

Engagement

From €4,500/yr

Suited to clients with diversified assets and evolving needs across investment, succession planning, and professional wealth optimisation.

  • Dedicated advisor duo (counsellor + private banker)
  • Semi-annual full patrimony diagnostic
  • Custom impact investment portfolio construction
  • Civil, legal, and fiscal engineering support
  • Priority access to solidarity finance instruments

Excellence

From €12,000/yr

Our most comprehensive tier for business owners and high-net-worth families requiring integrated personal and corporate wealth strategy.

  • Fully dedicated senior private banking team
  • Unlimited on-demand advisory sessions
  • Business succession and transmission engineering
  • Corporate treasury optimisation with impact mandates
  • Proactive fiscal, social, and intergenerational planning