Investments & Wealth Management
As an expat in Germany, how can you grow and protect your wealth?
As a French citizen living across the Rhine, you face a dual challenge: growing your capital while navigating two different tax and legal systems.
Whether you’re an employee, self-employed, with a family, in a French-German couple, a young professional, or retired, your situation deserves a tailored wealth management strategy.
Faller Finance provides personalized and professional support to help you optimize your financial situation while ensuring long-term protection of your assets.
A Global Vision to Build, Optimize, and Transfer Your Wealth
Our approach covers every stage of wealth management — from building your capital to passing it on to future generations.
✔ Build Your Wealth
Set up regular savings and investments to build solid capital, taking advantage of opportunities available in both France and Germany.
✔ Optimize Your Investments and Taxation
Adjust your investments to maximize returns and reduce your tax burden by fully leveraging the legal advantages offered by each country.
✔ Diversify Your Assets
Strategically allocate your wealth (financial investments, real estate, life insurance, etc.) to minimize risks and safeguard your assets against economic fluctuations and life changes.
✔ Pass On Your Assets with Peace of Mind
Plan ahead for the transfer of your wealth (gifts, inheritance) while considering French-German regulations to protect your loved ones and preserve what you’ve built.
By covering wealth building, optimization, diversification, and transfer, Faller Finance takes care of every aspect of your assets.
Investment Solutions Tailored to French Expats in Germany
Financial investments, real estate, life insurance… What are the best options when living abroad?
✔ Diversified Financial Investments
Creation of tailor-made portfolios (investment funds, stocks, bonds, ETFs…) aligned with your risk profile and goals. We focus on active and disciplined management to grow your savings securely.
✔ Real Estate Investments
Whether you’re buying a primary residence, a second home, or a rental property — in France or Germany — we identify the best opportunities. You benefit from personalized support with financing, suitable tax schemes (such as the Pinel law or equivalent German programs), and property management to secure your investments over the long term.
✔ International Life Insurance
A strategic wealth management tool, life insurance allows you to grow your capital within a tax-efficient framework. We select contracts specifically tailored to non-residents, such as Luxembourg-based or cross-border solutions, to optimize your taxation and efficiently facilitate the transfer of your assets.
✔ Innovative French-German Solutions
Our dual expertise enables us to offer financial products that optimize tax and regulatory advantages in both France and Germany. We guide you toward attractive cross-border investments or complementary retirement savings plans compatible with both systems, helping you secure your long-term life goals.
Living Between Two Systems: Turn Challenges into Opportunities
You benefit from a dedicated advisor who understands your needs and works with you to build a fully personalized strategy.
1.
Strategy Tailored to Your Profile
We assess your family and professional situation, investment horizon, and risk tolerance to offer you a customized plan.
2.
Dual Tax Expertise
Our strength lies in our deep knowledge of both French and German tax systems. Our bilingual advisors optimize your finances using the French-German tax treaty.
3.
Optimized Opportunities
We leverage the differences between both countries to maximize your returns: French REITs (SCPI) with tax advantages in Germany, life insurance adapted to expats, and more.
4.
Human-Centered Support
Your dedicated advisor is available, clear, and communicates in French. With Faller Finance, you’re personally supported — with trust and clarity, even abroad.
Ready to Optimize Your Wealth?
Grow and protect what matters most with the help of an advisor who speaks your language and understands your goals.
Take control of your wealth today — contact Faller Finance and enjoy a complimentary initial wealth assessment.