Private individual or business owner
Wealth advice, for you or for your clients.
Zolias is a wealth management advisory group.
Wealth professional
Join the group or draw on our expertise.
Work with Zolias- Financial Investment Adviser
- ORIAS no. 25008994
- Member of CNCEF Patrimoine
The group
One parent company, two departments.
Zolias Conseil leads the group. One department supports families and business owners, the other supports wealth professionals.
Individuals & business owners
Private Clients department
Recruitment & collaboration
Wealth Professionals department
Private Clients department · Our conviction
We believe strategy must always come before the product.
Too often, wealth advice starts from a solution (an investment, a policy, a tax scheme) and then looks for a way to justify it. We work the other way round.
At Zolias, every recommendation follows from a strategy built beforehand, from your situation, your objectives and your time horizon. Solutions are selected only once that strategy has been clearly defined.
The first conversation is with no obligation. It does not constitute personalised advice.
- Degree in wealth structuring (ingénierie patrimoniale)
- Holder of the AMF professional certification
- CIF
- Financial Investment Adviser
- COA
- Insurance broker
Registrations held with ORIAS, which can be checked at orias.fr.
Dedicated solutions for the key moments of your wealth
-
New Zolias Transmission
Planning your succession ahead
- Succession diagnostic
- Full estate review
- Protecting your spouse and loved ones
-
New Zolias Cession
Selling or passing on your business
- Preparing and managing the sale
- Apport-cession (contributing shares to a holding company before the sale) and reinvestment, art. 150-0 B ter CGI
- Family succession and the Dutreil pact (French relief on the transfer of a family business)
-
Zolias Immo
Investing in European real estate
- SCPIs (French property investment companies) invested outside France
- Club deals and transactions, by consultation
- Selection and annual review
The tax schemes mentioned (article 150-0 B ter of the French Tax Code, Dutreil pact) are subject to strict conditions, assessed case by case. Reinvestment in unlisted funds and SCPIs are long-term investments: they carry a risk of loss of capital, limited liquidity and income that is not guaranteed.
Wealth Professionals department
Two ways to work with Zolias.
Are you a wealth management adviser, a broker, an agent or another wealth professional? Join the group with your own firm, or draw on its expertise case by case.
Zolias Associés80 / 20
Zolias Flex50 / 50New
Who it is for
Advisers who want their own firm, with the strength of a group
Professionals who want to draw on Zolias’s expertise for their clients
Your structure
Your company (SAS or SARL), in which Zolias holds 20% of the share capital
You keep your existing structure
Split
80% of commissions for your company, 20% for Zolias
50% of the revenue from each case for you, 50% for Zolias
Tools
Zolias CRM and client portal
Zolias Flex app
Framework
Shareholders’ agreement
Partnership agreement
No level of income is guaranteed: remuneration depends on each person’s activity and on the terms of the shareholders’ agreement or the partnership agreement.
Zolias Associés
Your firm, your company.
80% for you.
You set up your own company, an SAS or a SARL. Zolias takes a 20% stake in its share capital and receives 20% of the commissions, split at source through insurer sub-codes (codes that allow an insurer to pay commissions directly to your company). The remaining 80% goes to your company, on every type of remuneration.
- FreedomZolias is not owned by any bank or insurer: your providers, your solutions, your client book.
- ToolsZolias CRM and client portal, at no extra cost.
- SupportAsset allocation, wealth structuring, signing meetings.
- Back officeCompliance, legal monitoring and administration.
- 1First conversation with a co-founder
- 2Setting up your company
- 3Opening your insurer sub-codes
- 4A supported start
Shareholder status: you run your own company. This is neither an employment contract nor salaried employment. No level of income is guaranteed: your remuneration depends on your activity and on the terms of the shareholders’ agreement.
New Zolias Flex
You bring the case.
Zolias brings the expertise.
Zolias Flex is the app that lets wealth management professionals draw on Zolias’s expertise to support their clients: wealth structuring, tax, asset allocation, succession, business sales.
- 1You share your link or your QR code, or send the case from the app
- 2Zolias reviews the situation and works alongside you
- 3You follow every step in real time
- 4Revenue is split 50/50, with a monthly statement
For professionals only. Terms are set out in the partnership agreement.
Frequently asked questions
What we are asked most often.
What happens at a first meeting?
An initial conversation, with no obligation, helps us understand your situation and your objectives. It does not constitute personalised advice. If an engagement is appropriate, an engagement letter sets out its scope and remuneration.
How is Zolias remunerated?
Depending on the engagement: through advisory fees and/or commissions paid by product providers when certain solutions are subscribed. The form of remuneration is presented to you before any work begins, in the engagement letter and in the regulatory documents provided at the start of the relationship.
What is Zolias’s regulatory framework?
Zolias is a Financial Investment Adviser (CIF) registered with ORIAS under no. 25008994, member of CNCEF Patrimoine, a professional association approved by the AMF. Its activity is supervised by the AMF and the ACPR.
What is the difference between Zolias Associés and Zolias Flex?
With Zolias Associés (in French), you set up your own company, in which Zolias holds 20% of the share capital, and your company receives 80% of the commissions. With Zolias Flex, you keep your existing structure and draw on Zolias’s expertise case by case, with revenue shared 50/50.
Is Zolias Associés an employment contract?
No. You run your own company, in which Zolias is a shareholder. This is not salaried employment. No level of income is guaranteed: your remuneration depends on your activity and on the terms of the shareholders’ agreement.