Wealth Advisor Basque Country & Biarritz

Wealth management and family office in the Basque Country

LB Family Office advises families and entrepreneurs in the Basque Country — Biarritz, Bayonne, Saint-Jean-de-Luz, Anglet — in managing and transmitting their wealth. As an independent wealth management advisor, we offer bespoke expertise in a region with strong economic and real estate momentum.

Whether for wealth management, asset management, tax optimisation, financial investments or retirement planning, our holistic and independent approach ensures a wealth strategy aligned with your goals.

Our remuneration is based exclusively on transparent fees — never commissions on recommended financial or real estate products.

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Our wealth management services in the Basque Country

Wealth Management Biarritz

Comprehensive advisory for wealth management in the Basque Country: allocation strategy, monitoring, reporting.

Taxation & Tax Returns

Tax optimisation, IFI, rental income, income tax returns in the Basque Country.

Investments & Asset Management

Financial investment advisory, fund selection, regular savings and cash management.

Basque Coast Real Estate

Direct and indirect real estate investment on the Basque Coast and beyond. SCPI, bare ownership, SCI.

Retirement & Protection

Retirement planning, Madelin contracts, PER, employee savings — solutions tailored to business owners.

Estate & Succession Planning

Succession anticipation, gifts, family business structuring, family governance.

Wealth challenges specific to the Basque Country

The Basque Country has distinctive wealth characteristics: one of France's most dynamic real estate markets, a strong presence of entrepreneurs and business owners, and family wealth often built over multiple generations.

LB Family Office provides a comprehensive response to these challenges: asset management, tax optimisation, retirement planning for independent professionals and business owners, and wealth structuring adapted to local specificities.

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Basque Country visits

We travel to Biarritz, Bayonne, Saint-Jean-de-Luz and across the Basque Country.

100% independent

No ties to any bank, insurer or distribution network.

Transparent fees

No commissions. Fee-only remuneration, agreed in advance.

Multi-disciplinary expertise

Taxation, real estate, investments, retirement, succession — a complete wealth picture.

Your wealth advisor in the Basque Country & Biarritz

Schedule a confidential first meeting. We serve clients in the Basque Country, Biarritz, Bayonne and across South-West France.