Our main purpose is to safeguard our Families’ assets and to preserve family cohesion, thanks to our very unique skills and approach to family wealth management matters.

Our business is solidly rooted in the following values:

  • Independence and integrity
  • Proactive approach, total availability and stability of our multi-disciplinary teams
  • International flexibility and mobility: we will assist you wherever your interests are
  • Discretion and confidentiality
  • Total alignment with the interests we protect and represent, based on a virtuous business model that structures our own development, by the quality of our advisory services
  • Open service architecture tailored to suit complex, international and multi-generational businesses, as well as wealth and family interests
  • Responsibility and exclusive expertise: we systematically take responsibility with the specialists we work with and only intervene if we can provide added value and relevant expertise. Consequently, we only work with the best specialists and ensure that their integrity and reputation, whether national or international, coincide with our values.


  • 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,