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Our Family Office services

Modern meeting room with glass walls, contemporary seating and views across the office interior. Embossed heraldic crest detail with intricate scrollwork and shield motif, on gold.

We offer a global and personalized solution, a natural extension of our wealth engineering and investment services, which are the two pillars of our model.

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A global approach

We offer a global approach to your wealth situation, including 

  • the structuring and optimization of your professional and personal assets,
  • the planning of your transmission in accordance with your objectives,
  • the evolution of the structure of your capital in relation with the Group' investment bankers,
  • the monitoring of your personal tax situation (income tax, real estate wealth tax, etc.),
  • the legal and fiscal life of your wealth companies,
  • a private secretarial service freeing you from all problems related to property and personal insurance, and the management of domestic employees,
  • we also offer you a consolidated multi-establishment reporting of your financial assets.
A blurred figure in a dark suit walks past two framed historical portraits hanging on a wood-panelled wall, creating a contrast between motion and tradition in a corporate interior.
Architectural detail featuring warm linear lighting and geometric surfaces within a contemporary interior.

Ready to begin your journey with us?

  • Let's talk