# Serenitys Patrimoine

Serenitys Patrimoine is a Bank / Wealth / Trust based in Paris, France.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Paris, France
- **Region:** Europe
- **Address:** 15 rue Arsène Houssaye, 75008 Paris, France
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** serenityspatrimoine.com
- **LinkedIn:** https://www.linkedin.com/company/serenitys-patrimoine

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- Aurélie YIFLACH — Associée Fondatrice Présidente
- Sidney BENLOLO — Associé Directeur Général

## Questions

### Who runs investment decisions at Serenitys Patrimoine?

Investment-related recommendations are shaped by the two partners, Aurélie Yiflach and Sidney Benlolo, who operate the firm’s diagnostic and advisory process. The firm does not make discretionary investment decisions; instead, it evaluates third-party solutions and presents clients with options, leaving execution authority with the client.

### How does Serenitys Patrimoine source its investment recommendations?

The firm maintains a network of external experts — notaires, fiscalistes, insurers, and real-estate managers — whose products and structures are assessed against each client’s personal or business situation. Recommendations emerge from this multi-specialist loop rather than from proprietary research or in-house portfolio-construction teams.

### Does Serenitys Patrimoine manage its own funds?

No. Serenitys Patrimoine operates as a consulting and wealth-engineering firm. It does not manage proprietary funds, construct in-house model portfolios, or act as a regulated asset manager. Its value lies in structuring, selecting, and coordinating external solutions ranging from assurance-vie wrappers to real-estate investment companies.

### What is the firm’s posture on co-investments or club deals?

The firm has not publicly disclosed any activity in co-investments, club deals, or pooled direct-investment vehicles. Its public footprint is limited to diagnostic, advisory, and coordination services delivered on a one-to-one client basis.

## Related profiles

- [Serenity Investment Advisors](https://altss.com/profile/serenity-investment-advisors)
- [Serent Capital](https://altss.com/profile/serent-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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