Your Need Is Our Expertise
You're on holiday. Your property isn't.
Every dimension of owning a property in France, handled to the highest standard, from a single point of contact.
From acquisition to transmission, through financing, day-to-day payments and everyday management, our in-house teams cover every subject that a French property generates, never involving an unsupervised external provider.
We are specialists in non-resident taxation: no one optimises real estate taxation the way we do, because every structure we design, we continue to manage ourselves. No client is ever left to their own devices once the structure is in place.
All Expertise Under One Roof
From the first offer to the final signature, Aurum coordinates every legal and notarial step of your acquisition.
What is included
- Coordination with the notaire from offer to completion
- Advice on the optimal holding structure (SCI, SAS, SARL de famille, Monaco entities)
- Company formation and registration, via accredited accountant partners
- SIREN registration (LMNP / LMP / BIC Para-Hôtelier)
- Company lifecycle management (modifications, capital increases, liquidation)
- Review and coordination of all transaction documents (compromis, acte, power of attorney)
All French tax obligations handled through our accredited accountant partners, one of only nine firms permanently accredited as Fiscal Representatives by the French Tax Authority (Bercy).
What is included
- Pre-acquisition tax consultation (acquisition costs, transfer taxes)
- Real estate acquisition strategy (IR vs IS, LMNP / LMP / BIC Para-Hôtelier)
- Annual accounts, company (SCI IS, SARL) + AGM + income tax return
- Annual accounts, LMNP / LMP + income tax return
- Annual accounts, BIC Para-Hôtelier + VAT + income tax return
- French Wealth Tax on Real Estate (IFI), annual declaration
- VAT recovery on eligible acquisitions (new-build or renovated tourist residences)
- SIREN deregistration at disposal
- Company dissolution and liquidation
When a non-resident sells French property, the law may require the appointment of an accredited fiscal representative. Our partner is among only nine firms permanently accredited by Bercy for this role.
What is included
- Fiscal representation mandate (CGT calculation, form 2048, notaire liaison)
- Capital gains optimisation advice prior to sale
- Coordination of all administrative steps through to completion
Structuring your French assets for transmission across borders requires precise coordination between French law and the laws of your country of residence.
What is included
- Succession planning linked to the acquisition structure
- Preparation of cross-border successions (multi-jurisdictional heirs)
- Coordination between French law and the applicable foreign law
- Donation and partition planning
- Intergenerational transmission strategy
- Restructuring of the holding structure in anticipation of succession
- Coordination with the French notaire and international legal partners
Access to French and European private lenders for non-resident profiles, including complex income structures and multi-jurisdictional asset bases.
What is included
- Borrower profile qualification (non-resident, complex income, multi-jurisdictional)
- Identification of the optimal financing structure (acquisition loan, mortgage, bridge, equity release, refinancing)
- Access to French private banks, specialist lenders and alternative credit providers
- Coordination from origination through to fund release
Every capital flow connected to your French property — acquisition, renovation, rental income and disposal — can be managed through Aurum's FX service, minimising conversion costs and currency risk.
What is included
- Currency exchange on the acquisition price (EUR from GBP / USD / AED / CHF / other)
- Forward contracts to lock in the exchange rate at compromis de vente
- Optimised repatriation of rental income (EUR to your home currency)
- FX on contractor and service-provider payments
- Currency exchange on sale proceeds
- Opening of a dedicated multi-currency account in the client's name
- Opening of a nominative account in the name of the SCI where required
- Exchange-rate alerts and seasonal conversion strategy
Insurance solutions specifically designed for high-value properties, including contents exceeding €300,000, properties with more than six rooms, and full coverage for valuables held within.
What is included
- Home insurance for villas, châteaux, apartments and atypical properties
- Building insurance
- Fine art, sculpture, tapestries and collectibles
- Jewellery and watches, covered at the French residence and worldwide
- Fine wine and private cellars
- Non-occupant landlord liability
Full day-to-day administration of your French holding structures, handled in English.
What is included
- Domiciliation of French entities
- Invoice and payment tracking
- Bank account opening and monitoring
- Monthly reporting in English
- Coordination with architects, lawyers, managing agents and contractors
- AGM organisation and documentation
- Annual accounts and balance sheets (French and English versions)
Monthly on-site verification and year-round coordination of all property services, managed remotely by Aurum, executed by vetted local partners on the ground in Paris.
What is included
- Monthly visit by a dedicated property coordinator
- Photo and video report transmitted after each visit
- Smart home verification (alarm, heating, shutters, access control)
- Utilities check (electricity, water, gas, internet)
- Annual boiler and air-conditioning servicing
- Plumbing, electrical and locksmith emergency coordination
- Works supervision: quotes, contractor coordination, delivery acceptance
- Standard and deep cleaning between occupancies · hotel-quality linen service
- Welcome kit preparation for arrivals
- Gardens, terraces and pools: mowing, irrigation, treatment, seasonal opening and closing
- Mail collection, scanning and forwarding · parcel management
- Owners' meeting (AG copropriété) representation
- Document translation related to the property
Aurum selects and oversees the letting agency, you retain the direct contractual relationship. Rents are paid directly into your multi-currency account. Aurum manages everything else.
What is included
- Selection and briefing of the appropriate letting agency for your property
- Short-term and seasonal lettings
- Check-in / check-out coordination and condition reports
- Vacancy and deposit management
- Monthly rent reporting in English
- Aurum is the single point of contact; tenants and agencies do not contact you directly
Every Aurum client has access to a private, encrypted wealth dashboard: a consolidated view of all assets across jurisdictions, in all currencies, on a single platform.
What is included
- Aggregation of all assets: real estate, cash, investments, crypto, retirement, art, loans
- Connection to 12,000+ financial institutions worldwide
- Multi-currency consolidated view
- FBAR pre-declaration support for US clients with foreign assets
- Geolocation day-count monitoring for visa compliance
- Private by design: data is encrypted end-to-end, not accessible to Aurum
- Available on iOS and Android
- Invitation-only access
A single point of contact links every expertise required to manage your property.
Regulated at Every Level
Approved as an official real estate fiscal representative, mandatory for non-residents selling a property in France.
Founded and supervised by a member of the French Institute of Chartered Accountants (Ordre des Experts-Comptables).
Recognised by the French tax authority (DGFiP) to act on behalf of non-resident property owners.
All our payments and currency exchange operations are carried out through regulated partners.