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.