Serenitys Patrimoine

Serenitys Patrimoine

Yiflach established the firm in Paris’s 8th arrondissement in 2016, later bringing on Sidney Benlolo as Associé Directeur Général. Their model sits at the advisory end of the value chain: clients retain Serenitys Patrimoine for diagnostics, strategic roadmaps, and ongoing guidance across investment selection, retirement planning, tax optimization, and intergenerational transfers. The firm does not manufacture or custody products. Service coverage spans French real estate — including the choice between SCI à l’IR and SCI à l’IS structures — private-placement life insurance (assurance-vie), PER retirement vehicles modified by the 2026 finance law, and business-transition engineering. In lieu of proprietary funds, the team draws on a multi-professional partnership layer that includes notaires, fiscalistes, insurers, and property managers, pressing third-party solutions onto each client’s unique fiscal and family architecture. Published blog analysis confirms active monitoring of the 2026 CSG increase, the reformed apport-cession regime under Article 150-0 B ter, and evolving PER contribution rules, signaling a posture built around immediate fiscal-change navigation. The partnership functions with a deliberately lean team, relying on the two named principals and a fluid external-expert roster rather than a large in-house analyst bench. The office at 15 rue Arsène Houssaye remains the single declared location. In 2026, the firm was distinguished among “les 100 qui font le patrimoine,” a French industry ranking that recognizes influential wealth-advisory boutiques. The firm’s Google rating shows a perfect 5-star aggregate across client testimonials that emphasize clarity, pedagogical approach, and availability — attributes consistent with a service firm whose output is trust, not fund performance. Serenitys Patrimoine’s structural differentiator is its pure advisory architecture. Because the firm takes no product-placement fees from the asset managers, insurers, or real-estate promoters whose solutions it analyzes, its economic interest aligns with the client’s global balance sheet rather than a distribution quota. This unbundling is uncommon among Parisian wealth boutiques that operate tied-agent networks. The firm charges for its counsel directly, positioning itself as a fee-only navigator of France’s dense tax and succession code.