CAPL Conseils is an independent wealth management advisory firm based in Bayonne, in the heart of the Basque Country, with offices in Paris and Nancy.
Founded by Steve Cappelle, holder of a Master’s degree (Master 2) in Wealth Management (AUREP), the firm operates under the statuses of financial, legal and tax advisory, insurance, or real estate.
CAPL Conseils supports business owners, executives, self-employed professionals and high-net-worth families across all their wealth-related issues: comprehensive wealth audit, Luxembourg life insurance, private equity, SCPI, tax optimization, legal structuring and holding companies, business transfer, and multi-asset allocation.
The firm stands out for a fully independent open-architecture approach, entrepreneur-focused wealth engineering, and an accessible family-office-type approach. CAPL Conseils handles complex cases with national and international scope, notably for clients who are mobile or foreign residents.
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CAPL CONSEILS is registered with ORIAS in the following categories: CIF, COA and COBSP. This means the company is able to operate in the following areas: CIF : Financial Investment Advisor, authorized to make recommendations on financial instruments and investment solutions in compliance with the applicable regulatory framework COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation COBSP : Banking and Payment Services Broker, able to compare and propose different credit or financing solutions
CAPL CONSEILS also holds a valid Carte T (professional real estate transaction card). This authorization allows them to carry out activities related to real estate transactions within the framework provided by applicable regulations.
CAPL CONSEILS is a member of the professional association CNCGP.
CAPL CONSEILS thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
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