The family office is a structure specialized in supporting families with significant wealth. Its role is to coordinate all wealth dimensions to ensure comprehensive, coherent, and sustainable management of family assets. Unlike an approach limited to financial management, the family office intervenes in numerous aspects of the estate, integrating legal, tax, financial, and sometimes even family issues.
The family office often supports families in the structuring and preservation of their wealth over the long term. It can intervene in the management of financial investments, the organization of wealth transfer, the structuring of family holding companies, asset diversification, or coordination with various specialized advisors. The goal is to build a comprehensive wealth strategy that is part of an intergenerational vision.
Different family office models exist. Some provide support to a single family and are called single family offices, while others offer their services to several families: these are called multi-family offices (MFO). In both cases, these structures offer highly personalized support, often intended for high-net-worth individuals or entrepreneurial families.
The family office often acts as the orchestrator of the estate. It coordinates the interventions of the various professionals involved in wealth management: private bankers, wealth management advisors, lawyers, notaries, chartered accountants, or asset management companies. This approach ensures a comprehensive view and allows for the implementation of coherent strategies across the entire family estate.
This page allows you to discover the family offices in our directory and identify structures capable of supporting families in the management, structuring, and transmission of their wealth.
The family office is generally intended for families with significant wealth, often built up over several generations or following the sale of a business, an inheritance, or strong entrepreneurial value creation. When the estate becomes complex to manage, the coordination of the various stakeholders and the numerous wealth issues can quickly become a major challenge.
The goal of a family office is to provide a comprehensive and centralized view of the entire family estate. This approach allows families to have an interlocutor capable of supervising the various wealth decisions and ensuring coherence between financial, tax, legal, and inheritance choices.
This organization is especially appreciated by entrepreneurs, shareholder families, or holders of diversified estates distributed across several asset classes or jurisdictions.
Family Offices support wealthy families in the management, structuring, and transmission of their wealth. According to the 11th AFFO / EY Barometer, the 2026 study was conducted among Family Offices representing 928 families, of which nearly 50% manage more than €500 million in assets and nearly one third more than €1 billion. Private equity remains the main asset class with 34% of portfolios, ahead of listed equities (23%), investment real estate (16%), and bonds (12%). In 2025, 84% of Family Offices maintained or increased their investments despite a more uncertain economic context.
The scope of intervention of a family office goes far beyond mere financial management. These structures often support their clients in defining a comprehensive wealth strategy that integrates all issues related to the preservation and development of the estate.
The family office can intervene in the management of financial investments, the analysis of real estate opportunities, the structuring of wealth holding companies, the organization of family governance, or the preparation of transmission to future generations.
Some structures also support families on more specific topics such as philanthropy, unlisted investments, international asset management, or the organization of professional wealth.
One of the essential missions of the family office is to ensure the sustainability of the estate across several generations. This intergenerational dimension is often at the heart of its support. Beyond the search for profitability, it is about preserving assets, anticipating family evolution, and preparing for transmission under the best possible conditions.
The family office thus helps families to structure their wealth sustainably, taking into account tax, inheritance, and human issues. It can also support the implementation of governance mechanisms designed to organize relationships between different generations and ensure continuity in the management of family wealth.
This approach allows for the reconciliation of family interests with the objectives of preservation and development of the estate.
The increasing complexity of wealth often leads families to surround themselves with numerous specialists: private banks, lawyers, notaries, chartered accountants, asset management companies, or wealth management advisors. The family office then acts as a coordinator responsible for ensuring the coherence of the actions undertaken by these various professionals.
This supervision mission allows for the avoidance of contradictory decisions and ensures that each intervention fits into a comprehensive wealth strategy. Families thus benefit from a consolidated view of their estate and more structured support in their decision-making.
This ability to bring together different areas of expertise is one of the main added values of the family office.
The Experts du Patrimoine directory lists family offices and multi-family offices specialized in supporting wealthy families, entrepreneurs, and investors with significant assets. The available profiles allow for the identification of structures based on their areas of expertise, approach, and services offered.
Whether you wish to organize the management of your wealth, prepare a family transmission, structure professional assets, or coordinate several specialized advisors, a family office can provide you with comprehensive support adapted to your challenges.
Given the financial, tax, and family implications of these decisions, it may be advisable to have the support of a professional listed in the Experts du Patrimoine directory to build a coherent and sustainable wealth strategy for current and future generations.
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