A DEDICATED
PARTNER
available
at the service of
your family
and your business

LIVA is a consulting firm dedicated to the development, management and preservation of our customers' assets.

Guided by a commitment to perfection and attention to detail, we support families and business owners in all aspects of their wealth management.
OUR SEGMENTS
Wealth engineering and family strategy

Wealth engineering and family strategy

[more]

Wealth engineering and family strategy

Our dual skills set us apart from the competition in this area, which is so essential to our customers.

At LIVA, we combine financial and legal expertise, forged by our law degrees and hands-on experience in our past careers. It's this dual expertise that makes all the difference.

Our young age, now enriched by solid experience, puts us in an ideal position to forge a bond of trust with our 60-year-old customers, as well as with their 25-year-old children (while reassuring spouses during sometimes difficult family events).

Beyond the technical quality of our work, it's above all our straightforwardness and sincerity that have won us the loyalty of our customers for many years.

Our wealth engineering and family strategy division includes :

  • Passing on assets through transfers or inheritance.
  • Setting up & coordinating a specialized consulting team.
  • Structuring real estate acquisitions in France and abroad.
  • Helping international families invest in France.
  • The declarative & administrative aspects so dear to France.
Real estate and financial investment advice

Real estate and financial investment advice

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Real estate and financial investment advice

Have you ever been disappointed by a financial or real estate investment that you were told would deliver outstanding returns? 

In the face of this disappointment, unanimously shared by our customers, LIVA opts for simplicity and remains opportunistic. Our customers have never made a fortune thanks to us, or their financial advisors. 

Here, we seek to preserve heritage with simple convictions, staying close to our customers' areas of expertise. 

The humility and common sense of our approach are reflected in the returns on your investments.

  • We put you in touch with leading asset management companies and banking institutions.
  • We are involved in drawing up and monitoring specifications to ensure that they are in line with our customers' objectives.
  • We integrate tax and wealth management strategies, guaranteeing long-term asset management.
  • Our aim is to control costs and seize low-risk opportunities for our entrepreneurial customers, aware that they face many challenges on a daily basis.

A final point of differentiation: like our customers, we are true entrepreneurs, i.e. free in terms of capital and starting from scratch, without any large family having supported our working capital requirements at any time.

Bank financing

Bank financing

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Bank financing

For Real Estate and Corporate.

Some of us started out selling food at dawn, in popular markets in the middle of winter. It was an experience that forged our resilience and determination. From then on, negotiating rates, commercial counterparties or guarantee schemes with bankers, from the comfort of our desks, seemed far less trying.

We greatly value the relationship of trust we cultivate with our network of bankers, whose support is essential to the success of our projects.

And what could be more effective than a thorough understanding of tax issues to help you negotiate the best possible bank financing and limit your tax bill? Absolutely nothing.

Previously absent from the market, our unique offer combining tax and financial expertise - which we claim to have invented - is without equal. It's unique to LIVA, and can't be found anywhere else.

Lobbying

Lobbying

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Lobbying

LIVA's young associates, from modest backgrounds and far removed from privileged circles, have used their hard work and determination to build a solid network that is closely connected to the highest levels of the political world (a true incarnation of the French dream).

This exemplary track record now enables LIVA to work on strategic issues that go beyond the traditional consulting framework, in a world where politics is increasingly invited to the business and tax table.

Our
success rests
on a bold
approach and
an unwavering
determination
By building trusting relationships with our customers and offering wealth management expertise, our network has grown naturally and sustainably.
OUR STORY
OUR STORY
LIVA family advisor meeting in Paris in a Haussmann-style setting
sharing
Our success is the fruit of a collective effort, where every euro earned by the company benefits everyone: trainees, juniors, seniors and associates. With us, no one is just a number; everyone contributes, shares our values and reaps the rewards of our common work. It is this solidarity and shared commitment that is our greatest strength.
humility&
integrity
Our advice and strategies are always guided by our customers' interests. Aware of our added value, we also recognize our limitations. Without pretending to know everything, we are committed to directing our customers to the most appropriate professionals when necessary.
work&
dedication
Wealth management never stands still. The need to exchange information or to alleviate certain concerns requires us to be available to our customers at all times, 24/7. Your satisfaction and the achievement of your objectives, with exemplary responsiveness, remain our absolute priority.
OUR TEAM

Gaëtan Jakkel

Associate

Lise Blanchard

Associate

Valentin Mathieu

Founder, Partner

Ouissem Wahid

Associate
our approach
A DUAL
expertise
taxation
& FINANCING
By combining tax expertise and financial advice, we offer you a comprehensive solution for optimum management of your assets.
LEARN MORE
LEARN MORE
market data
global asset growth calls for top-level advice
trends in total wealth worldwide
LIVA has supported its customers as their assets have grown steadily and significantly, requiring a high level of technical expertise and availability.
With clients in more than 35 countries, LIVA's international reach gives our clients a clear view of markets and wealth trends, from Asia to the USA, Africa and Europe.
A FEW FIGURES
140
Total customers
15+
Families advised under a subscription formula, enabling LIVA to oversee a total of over 3.3 billion euros in assets.
20%
Non-residents in Europe, the Middle East, the United States, Mexico and other regions.
01
A shareholder base made up of active members dedicated solely to our company's activities.
Liva
Liva Open Graph Image
Who we are
We launched our business through our founder, then aged 28, with no customers and no safety net. To understand the risks taken by an entrepreneur, we chose to live the same adventure: starting from scratch, without unemployment, with only hard work and determination as resources.

This bold gamble has resulted in growth that has exceeded all our expectations. The trust of our first customers has naturally and progressively expanded our network through referrals alone.

This organic expansion, achieved debt-free, has consolidated our reputation for reliability and excellence.

Every day, we strive to offer dedicated wealth management expertise, acting as a truly neutral and disinterested family advisor. Our approach, sometimes direct, is based on authentic relationships where ego has no place and only the result counts.

We are fully aware that our customers are at the heart of our success. That's why we work tirelessly to preserve this unique relationship and enable our company to develop in a logical and natural way. Without seeking rapid growth, we move forward at the pace of the trust our customers place in us, step by step.

As true conductors of an orchestra, we dialogue with all stakeholders - spouses, children, lawyers, notaries, chartered accountants, bankers - with humility and benevolence, to harmoniously coordinate the achievement of your wealth objectives while taking into account life's ups and downs.

Drawing on our experience with customers from a wide range of sectors, including healthcare, hospitality and real estate, we offer comprehensive, personalized support for every aspect of your wealth, with the discreet, sincere ambition that this shared adventure should never end.
Liva Open Graph Image
OUR APPROACH
What sets LIVA apart is our expertise in taxation and financing, two major assets that stand in stark contrast to other players in the market.
As former lawyers specializing in wealth tax and complex financing, we are first and foremost experienced technicians (not salespeople), and place rigor and excellence at the heart of our financial services.

This expertise enables us to offer our customers a revolutionary approach to a market too sclerotic in its focus on product sales.

Indeed, why take the risk of seeking 10-15% returns per year (with unbearable volatility) when simply mastering the tax system can save you 34%, 45% or even more?

We believe that good wealth management cannot exist without precise and rigorous tax control. Improving your returns necessarily involves good tax management, a real performance lever, and that's where the LIVA teams make the difference with the best of the tax world to serve the financial world.

This time, no more false promises or desire to inflate assets under management in order to charge more: the real one-stop shop of advice is born, and it's completely disinterested.

Our integrity, humility and commitment make us trusted partners, offering our clients the best of both worlds: tax excellence combined with personalized, attentive support.
Liva Open Graph Image
Terms of use

General information

This website (hereinafter the "Site") is the property of LIVA, a SAS with share capital of €1,000, registered with the Paris Trade and Companies Registry under number 927 832 782, with registered offices at 7, rue Decamps, 75116 Paris, France.

LIVA is registered with the unique register of insurance, banking and finance intermediaries under number 24007952 (which can be consulted at www.orias.fr) as a Conseiller en investissements financiers (CIF) member of the Chambre nationale des conseils en gestion de patrimoine, an association approved by the Autorité des marchés financiers (AMF), and as an Insurance Broker and a Banking and Payment Services Broker.

Contact

E-mail: gj@livaoffice.com

Publishing Director

Gaëtan JAKKEL

Site host

Webflow, Inc.398 11th Street, 2nd Floor San Francisco, CA 94103, USA - https://webflow.com

Purpose of the site

The purpose of the www.livaoffice.com website is to provide information about LIVA, its main activities and the services it offers.

The information contained on this website is provided for information purposes only and does not constitute an offer of financial services, advice or any other type of service. LIVA declines all responsibility for any direct or indirect damage resulting from the use of the information on this site or from the temporary unavailability of the site.

Intellectual property

All content on this site (text, images, videos, logos, icons, etc.) is protected by intellectual property rights. Any reproduction, representation, modification, publication, adaptation of all or part of the elements of the site, whatever the means or process used, is forbidden, except with the prior written authorization of LIVA.

Personal data protection

In accordance with the General Data Protection Regulation (RGPD) and the amended "Informatique et Libertés" law of January 6, 1978, the information collected on the Site through the use of the contact address is exclusively intended to process contact requests.

This data is collected and processed by LIVA as data controller and is kept for a period of five (5) years from the date of processing of your contact request, strictly necessary to process requests, or in accordance with legal obligations in force. This period may be extended in the event of the establishment of a contractual and commercial relationship with LIVA. We guarantee that this information will not be shared with or transferred to third parties without your prior consent, except in the event of a legal obligation.

In accordance with the law, you have rights over your personal data, including the right to access, rectify, delete, limit processing, portability and opposition.

To exercise these rights, you can contact us at the following address: vm@livaoffice.com.

If you feel that your rights have not been respected, you have the option of lodging a complaint with the CNIL.

Hyperlinks and cookies

This website may contain links to other websites. We cannot guarantee the availability or content of these third-party sites and decline all responsibility for the use of these links. We encourage you to consult the privacy policies and legal notices of each site you visit.

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Applicable law

This legal notice is governed by French law.