Comprehensive Investment Advisory Expertise
Serving as a true intelligence center, our family office maintains a proactive relationship with the investment ecosystem, both in France and internationally. Our investment advisory service covers all asset classes and investment strategies:
- listed assets and portfolios,
- unlisted assets: private equity & private debt, infrastructure, club deals and participations, tangible assets,
- real estate, land and agriculture (vineyards, forests, rare earths…),
- artworks and collectible items.
Asset Allocation:
a Customized Strategy
As a Financial Investment Advisor regulated by an AMF (Autorité des Marchés Financiers) delegated association, we evaluate your investor profile, risk tolerance, and sensitivity to sustainable investment, to build a personalized strategy tailored to your objectives.
Asset allocation is constructed by utilizing all asset classes: listed, unlisted, real estate. Within each of these asset classes, an asset allocation strategy is also developed, optimizing the risk/reward ratio according to the selected liquidity level.
In this approach, we take into account:
- the preferences of each family member (risk tolerance, investor profile, specific constraints, asset classes…),
- short-term lifestyle and expense forecasts,
- medium-term inflation,
- medium and long-term commitments.
We then organize and supervise investment services, either through your historical managers or new providers chosen via a rigorous and transparent tender process.
Listed Assets: Orchestrating Your Strategy
MJ&Cie does not manage its clients’ assets. After validating your asset allocation among cash, fixed income products, equities, alternative assets (hedge funds), we assess the resources at your disposal (banks and managers) and select the most qualified professionals to implement an optimal investment strategy.
Our portfolio manager selection allows for the deployment of diversified or specific strategies, structured if needed through dedicated investment vehicles, with MJ&Cie assuming the responsibility of active supervision.
Private Assets: 20 Years of Advisory Expertise at Your Service
Private equity, private debt, infrastructure, real assets… private assets offer a broad range of possibilities to finance projects and companies at different stages: growth, transmission, turnaround.
Our expertise in private equity, developed over almost 20 years, allows us to support you in deploying a tailored strategy. We carefully identify and select the most suitable solutions and professionals for your objectives, whether it involves club deals, investment funds, fund of funds, co-investments, or even direct investments. Each participant is rigorously monitored to ensure the success of your investments.
Moreover, through our platform 3B, we provide strategic advice to entrepreneurs to assist them with their business strategies and diversification needs.
Real Estate: A Key Strategic Focus
Because real estate is an essential component of wealth, we design for each client a diversified allocation between residential assets, offices, retail, and logistics, in France, Europe, and internationally. This allocation considers:
- your wealth and tax objectives,
- your risk sensitivity and SRI (Socially Responsible Investment),
- investment approaches: direct, fund, club deals, etc.,
- and geographic diversification needs, nationally and internationally.
From research to acquisition, from restructuring to resale, we support you in these projects that require technical expertise (brokers, asset managers, experts…), legal knowledge (notaries, lawyers…), and financial skills (banks, accountants…).
Consolidated Reporting: Manage Your Wealth in Real Time
We have a digital asset consolidation platform that provides consolidated reporting of your entire wealth (assets, liabilities, personal and professional belongings, collections).
A true monitoring and analysis tool, this platform:
- allows for tracking the overall evolution, asset by asset, of your wealth;
- analyzes allocations, risks, performance, fees, and a range of key data for complete control.
Also available via web access, this consolidation and reporting tool is managed in Switzerland, where all data is stored. It benefits from continuous technological developments.
Frequently Asked Questions
A family office is an independent structure that supports wealthy families in the comprehensive management of their wealth. A true long-term strategic partner, it acts as a coordinator, ongoing auditor, and guardian of overall asset coherence — going beyond purely financial aspects.
Its areas of expertise include:
- financial management,
- legal and tax structuring,
- family governance,
- wealth transmission,
- and philanthropic projects.
There are two main types:
- the single-family office, dedicated to a single family,
- the multi-family office, which pools resources to support several families.
MJ&Cie, the first independent multi-family office founded in France in 2001, supports a deliberately limited number of families with a selective, tailor-made, and human approach.
Choosing MJ&Cie means choosing:
- a trusted, independent partner,
- a 360° vision — human and wealth-oriented,
- sustainable optimization that generates savings,
- better risk management,
- and more time and peace of mind to focus on what truly matters to you.
Our contracts are open-ended, with a three-month notice period. The relationship is designed to last, yet remains free and flexible.