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Image by Mohammed Nasim
ABOUT US
OUR HISTORY

We originally set up our family office at the request of our Families to meet a clear charter of their requirements: address their wealth management specifications and specifically those that had not been met due to the conflict of interests inherent to the wealth management industry.

Based on this charter, we developed our own identity and an unique service-minded philosophy, with a comprehensive added value spectrum based on a virtuous business model. We set up an operational structure based on our respective professional backgrounds, and with the invaluable advice of the top managers of the main European and American family offices, representatives of other wealthy Families, as well as other Family service providers that we coordinate and supervise (i.e. lawyers, chartered accountants, notaries, other regulated advisory professions, banks, fund managers and other financial institutions, etc).

KEY FIGURES

15

Years of reputation

4

Continents and main financial centers coverage

11

Service languages

$20M

The company's 2023 turnover in consulting

4

Main offices: Dubai, Paris, London, Moscow

+100

International Partners: Senior Advisors, Banks, Asset Managers, Lawyers, Notaries, Auditors, etc.

15

Historical Large Investors supervised in 6 countries

OUR ACCREDITATIONS
  • Company held solely by active partners

  • AMF accreditation
    (Autorité des marchés financiers, French financial markets regulator),
    Financial Investment Advisor E003067 (Conseil en Investissement Financier),

  • ACPR accreditation
    (Autorité de Contrôle Prudentiel et de Résolution, French banking and insurance supervisor), Insurance broker ORIAS 10057135 (Intermédiaire en Assurances)

  • Registered with the Banque de France for Marketing of Banking & Financial services 1102939741UI (Démarchage Bancaire & Financier)

  • Statutory professional indemnity insurance and financial guarantee complying with the French Monetary and Financial Code 2.401.200/RD00032114P Chartis (formerly AIG)

  • Member of the French National Association of Financial Advisors – ANACOFI and ANACOFI CIF (Association Nationale des Conseils Financiers)

  • Member of various international Family Office associations

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