Independent Wealth and Family Asset Management Advice
For over 20 years, our family office based in Paris has been supporting wealthy families, major international private investors, and entrepreneurs in managing, structuring, and transferring their private assets. As the first independent multi-family office in France, we have developed recognized expertise serving a French and international clientele.
An Independent Family Office in Paris, at the Heart of French Finance
Located in the capital, we have direct access to the main players in wealth management, financial institutions, and investment opportunities in France and Europe.
Our approach is based on:
- Comprehensive and impartial advice (without in-house products or hidden commissions).
- 360° supervision of family assets (real estate, financial portfolios, holdings, philanthropy, governance).
- Proactive management of fiscal, inheritance, and transfer issues.
Our Dedicated Services for High Net Worth Individuals and Entrepreneurs
- Accompanying wealthy families: developing and sustaining assets while respecting family harmony and values.
- Supporting international private investors: organizing and supervising, in connection with their jurisdiction of origin, all asset interests (real estate, holdings, portfolios…) developed in France and Europe.
- Structuring entrepreneurs’ assets: supporting the organization, preservation, and development of their professional and private assets.
- Advice to shareholder families: family governance, intergenerational cohesion, preparing heirs.
- Advice to foundations and non-profit organizations: sustaining philanthropic assets.