• “The concept of family office represents an innovative way of thinking about wealth management”


What is a Family Office?

A multidisciplinary vision


The modern concept of family office was developed in the 19th century. In 1838, the family of a financier and art collector, J.P. Morgan, founded the “Morgan House” to manage the assets of the family. Later, in 1882, the Rockefeller family also founded their own family office still existing today. For the past 20 years, the concept has been growing rapidly outside of the USA and Europe, especially in emerging markets and financial centers such as Singapore, Dubai and Hong Kong.

A family office meets the financial needs of one or several families but goes beyond the typical wealth management. The coordination of the services and the customization of solutions are the pillars of its action.

In fact, a family office adopts a 360° approach to the management of its clients’ assets: it proposes integrated services based on the financial needs of each family. These needs can range from the structuring of legal entities and the preparation of succession to real estate management and investment portfolio management, among others.

Additionally, families using the services of a family office have extensive, highly diversified assets, and their administration is complex. The role of the family office is to propose unique solutions, tailored to each family.



Do I need a family office?

To help you make this decision, we invite you to fill out a questionnaire that will allow you to evaluate - in a tangible way - your goals and the needs of your family.

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