Directory of Family Offices: find a professional in your city
The family office is a structure specialized in supporting families with significant wealth. Its role is to coordinate all wealth dimensions in order to ensure comprehensive, coherent, and sustainable management of family assets. Unlike an approach limited to financial management, the family office intervenes on numerous aspects of wealth, integrating legal, tax, financial, and sometimes even family issues.
The family office generally supports families in structuring and preserving their wealth over the long term. It can intervene in managing financial investments, organizing wealth transfer, structuring family holding companies, diversifying assets, or coordinating with various specialized advisors. The objective is to build a comprehensive wealth strategy that fits into an intergenerational vision.
There are different family office models. Some support 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 significant wealth or entrepreneurial families.
The family office often acts as an orchestrator of wealth. 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 enables the implementation of coherent strategies across the entire family wealth.
This page allows you to discover the family offices in our directory and identify structures capable of supporting families in managing, structuring, and transferring their wealth.
The family office is generally intended for families with significant wealth, often built over several generations or following a business sale, inheritance, or strong entrepreneurial value creation. When wealth becomes complex to manage, coordinating the various stakeholders and numerous wealth issues can quickly become a major challenge.
The objective of a family office is to provide a comprehensive and centralized view of the entire family wealth. This approach enables families to have an interlocutor capable of overseeing the various wealth decisions and ensuring coherence between financial, tax, legal, and succession choices.
This organization is particularly appreciated by entrepreneurs, shareholder families, or holders of diversified wealth distributed across several asset classes or jurisdictions.
Family Offices support wealthy families in managing, structuring, and transferring 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 leading 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. :contentReference[oaicite:0]{index=0}
The scope of intervention of a family office extends far beyond financial management alone. These structures generally support their clients in defining a comprehensive wealth strategy integrating all issues related to preserving and developing wealth.
The family office can intervene in managing financial investments, analyzing real estate opportunities, structuring wealth holding companies, organizing family governance, or preparing transfer to future generations.
Some structures also support families in more specific subjects such as philanthropy, unlisted investments, managing international assets, or organizing professional wealth.
One of the essential missions of the family office is to ensure the sustainability of wealth over several generations. This intergenerational dimension is often at the heart of their support. Beyond seeking performance, it involves preserving assets, anticipating family developments, and preparing transfer under the best possible conditions.
The family office thus helps families structure their wealth sustainably while taking into account tax, succession, and human issues. It can also support the implementation of governance mechanisms designed to organize relationships between different generations and ensure continuity in managing family wealth.
This approach makes it possible to reconcile the family’s interests with the objectives of preserving and developing wealth.
The growing 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 actions taken by these various professionals.
This supervisory mission makes it possible to avoid contradictory decisions and guarantee that each intervention fits into a comprehensive wealth strategy. Families thus benefit from a consolidated view of their wealth 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 wealth families, entrepreneurs, and investors with significant assets. The available profiles make it possible to identify structures based on their areas of expertise, approach, and services offered.
Whether you wish to organize the management of your wealth, prepare a family transfer, structure professional assets, or coordinate several specialized advisors, a family office can provide comprehensive support tailored to your challenges.
Given the financial, tax, and family implications of these decisions, it may be appropriate to be supported by a professional listed in the Experts du Patrimoine directory in order to build a coherent and sustainable wealth strategy for current and future generations.
