FAMILY OFFICE
Family office range of expertise:
- Family governance advisory
- Wealth management engineering, structuring, planning and strategy
- Philanthropy advisory
- Family members’ training
- Financial strategy, financing and financial engineering
- Engineering and structuring of investment vehicles
- Asset allocation and selection supervision
- Asset managers monitoring
- Consolidated reporting
- Representation
- Administration
- Private secretary
- Investigation
DIFFERENCES
- Our family investor identity
- Our critical mass and ability to pool interests, costs and experience
- Our international network of asset managers, advisors and families, patiently built up over time
- Our team of highly experienced professionals serving some of the main European Families
- Our resources and information systems
AGRÉMENTS
- AMF accreditation (French financial markets regulator),
Financial Investment Advisor E003067 - ACPR accreditation (French banking and insurance supervisor),
Intermédiaire en Assurances ORIAS 10057135 - Member of the National Association of Financial Advisors,
ANACOFI and ANACOFI CIF