Our missions are systematically and precisely described in a main engagement letter, which outlines the general framework for our role and generally covers the following services:

  • Financial counsel: wealth planning and supervision organised with our strategic partners, leading wealth management institutions that share with us a similar DNA, specific service providers and stakeholders in these missions.
  • Wealth advice: planning, coordination and management of business, financial and matrimonial projects
  • Administrative assistance


  • 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
La Fontaine


  • 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,