Service, reliability and availability
Family office
Structure your wealth and be supported in your wealth management processes
When should you use a family office?
Contrary to popular belief, a family office is not reserved for large fortunes.
Do you recognize yourself in one of these situations or needs?
- Complex wealth with numerous companies (holding, SCI).
- Income tax reduction.
- Accounting optimization of rental properties.
- Drafting of income tax and wealth tax declarations...
- Complete wealth assessment and detailed statements of your investments.
Call on our à la carte family office!
Advantages of the family office
Enjoying and transmitting your wealth also means structuring it through a family office.
Optimize your wealth for a global view of your assets.
Objectify with independence to limit conflicts of interest and family disputes.
Coordinate all experts.
Establish family governance and prepare your transmission.
Benefit from professional management and monitoring.
Protect your data and privacy through a single point of contact.
Delegate and free yourself from constraining formalities (tax declarations) and save time.
Have access to didactic digital tools.
Constraints of the family office
Opting for a family office means aligning everyone's interests around a coherent and shared strategy.
Gather numerous documents and inform with transparency.
Structure and organize your wealth.
Define a shared family strategy around private and professional assets.
Implement clear governance and regular reporting.
Establish a relationship of trust with your family office.
Anticipate certain expertise costs (notary, lawyer, etc.)... but gain peace of mind afterwards.
Let's build together
your family office
Free, no commitment and comprehensive with one of our wealth advisors!
Book an appointment
Let's build your family office together
Our family office supports you in all components of your wealth. It's not about fortune but about the complexity of a need and wealth optimization, so that you make the right decision.
Multiform and à la carte, it adapts to you without oversizing your support or commitment, at the fairest cost.
Self-managed Free | Advised management Free | Family office On quote* | |
|---|---|---|---|
Online space You have real-time access to your space | |||
Account creation, onboarding, dashboard, first trades and subscriptions | |||
Operations team Your dedicated account manager handles your administration | |||
Support in your operations: subscriptions, contributions, trades, withdrawals... | |||
Management and modification of your personal data | |||
Wealth advisor Your dedicated advisor supports you in investing | |||
Simplified wealth assessment | |||
Investment strategy and asset allocation | |||
Management and trades | |||
Regular follow-up via savings reviews with you | |||
Expertise center Our wealth engineering at your service | |||
Complete wealth assessment | |||
Wealth engineering: holding, transmission... | |||
Tax engineering: IR and IFI declaration | |||
Wealth hotline whenever you need | |||
Independent expert network Accountants, lawyers, notaries... | |||
They are part of our all-inclusive support, and also address the complexity of your wealth |
Self-managed Free | Advised management Free | Family office On quote* |
|---|---|---|
Online space You have real-time access to your space | Online space You have real-time access to your space | Online space You have real-time access to your space |
Account creation, onboarding, dashboard, first trades and subscriptions | Account creation, onboarding, dashboard, first trades and subscriptions | Account creation, onboarding, dashboard, first trades and subscriptions |
Operations team Your dedicated account manager handles your administration | Operations team Your dedicated account manager handles your administration | Operations team Your dedicated account manager handles your administration |
Support in your operations: subscriptions, contributions, trades, withdrawals... | Support in your operations: subscriptions, contributions, trades, withdrawals... | Support in your operations: subscriptions, contributions, trades, withdrawals... |
Management and modification of your personal data | Management and modification of your personal data | Management and modification of your personal data |
Wealth advisor Your dedicated advisor supports you in investing | Wealth advisor Your dedicated advisor supports you in investing | Wealth advisor Your dedicated advisor supports you in investing |
Simplified wealth assessment | Simplified wealth assessment | Simplified wealth assessment |
Investment strategy and asset allocation | Investment strategy and asset allocation | Investment strategy and asset allocation |
Management and trades | Management and trades | Management and trades |
Regular follow-up via savings reviews with you | Regular follow-up via savings reviews with you | Regular follow-up via savings reviews with you |
Expertise center Our wealth engineering at your service | Expertise center Our wealth engineering at your service | Expertise center Our wealth engineering at your service |
Complete wealth assessment | Complete wealth assessment | Complete wealth assessment |
Wealth engineering: holding, transmission... | Wealth engineering: holding, transmission... | Wealth engineering: holding, transmission... |
Tax engineering: IR and IFI declaration | Tax engineering: IR and IFI declaration | Tax engineering: IR and IFI declaration |
Wealth hotline whenever you need | Wealth hotline whenever you need | Wealth hotline whenever you need |
Independent expert network Accountants, lawyers, notaries... | Independent expert network Accountants, lawyers, notaries... | Independent expert network Accountants, lawyers, notaries... |
They are part of our all-inclusive support, and also address the complexity of your wealth | They are part of our all-inclusive support, and also address the complexity of your wealth | They are part of our all-inclusive support, and also address the complexity of your wealth |
*Based on the defined scope of services.
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Frequently asked questions about family office
Want to delegate the management of your wealth to our family office? Here are the answers to your questions.
A family office is an independent structure that manages, administers and oversees all of your family's and/or company's wealth (including corporate treasury). Like a CFO (Chief Financial Officer), it coordinates all stakeholders and experts: family members, managers, banks, lawyers, notaries... to make the right decisions and optimize wealth management, transmission, etc.
With Investisseur Privé, the family office takes on a new dimension: simple and transparent! We activate all levers to optimize your wealth, monitor it, enjoy it and transmit it. And if needed, we call on complementary and independent experts: accountants, lawyers and notaries.
A family office is for everyone: individuals, couples, families, executives and entrepreneurs, at any point in their lives: wealth expansion, business sale, inheritance, retirement and/or succession. It is not only for large fortunes but for investors who need structured, continuous and comprehensive management of their wealth. If you want personalized support to optimize your wealth, coordinate expertise and secure decisions over time, our family office operates as a wealth conductor.
Speak with one of our advisors.
A family office's missions are multiple, serving the management of your wealth:
- Legal and tax structuring of wealth.
- Family governance.
- Coordination of advisors (managers, lawyers, notaries).
- Wealth administration.
- Consolidated reporting (all assets held).
- Investment supervision (performance, taxation, deadlines).
- Transmission support.
- Extra-financial: real estate, art, philanthropy...
With Investisseur Privé, choose the missions that match your needs, to benefit from the fairest pricing.
Book an appointment with one of our advisors.
Because a family office takes care of everything in your interest and that of your family.
- You save time and reduce your mental load.
- You make informed decisions.
- You benefit from an independent service.
- You have a global view of your wealth.
- You secure your investments.
- You ensure the intergenerational sustainability of your assets.
Contact the Investisseur Privé family office.
Our family office is comprehensive but not excessive. It covers all your wealth needs: investments, assets held, legal, taxation, retirement, donation, succession, etc.
- À la carte, you choose the missions that match your situation.
- Scalable, it varies over time according to your issues and questions of the moment.
- Accessible, its pricing is adjusted.
- Tax-deductible: you benefit from a 50% tax credit on fees paid, as part of home services (Investisseur Privé is a member of the Maison des Services à la Personne (MDSAP) cooperative).
- Available thanks to our wealth hotline.
Build your family office with one of our advisors.
With Investisseur Privé, setting up a family office is done in 5 steps:
- Collection of your information and complete wealth assessment.
- Investment strategy and asset allocation with access to selective wrappers, assets, schemes, in complete independence.
- Tax engineering: income tax, wealth tax declarations...
- Wealth hotline whenever you wish, to answer all your wealth, tax or legal questions.
- Access to a network of independent experts: accountants, lawyers, notaries, etc.
- Digital tools for a 360° dashboard with real-time reporting.
Finally, membership in the MDSAP cooperative allows you to benefit from a 50% tax credit on fees paid, as part of home services.
Book an appointment to discuss with our team.
The independence of a family office is essential to building a wealth project and establishing trust between stakeholders. It combines:
- An external service with no ties to family members, without conflicts of interest.
- Advisory fees without kickbacks on proposed solutions and investments.
- The choice of the right experts in their field, without relational bias.
- Rigorous selection of tax wrappers, assets, schemes, managers... in your interest.
No! Like a conductor, the family office coordinates, challenges and guides them, in accordance with the defined wealth strategy. It does not replace their respective expertise but helps them work together for coherence and efficiency. Its goal is to address your wealth challenges.
A family office's compensation is transparent and announced from the start of the engagement. It can be flat-fee, based on managed assets or a mix of both, with no commission on proposed investments.
The Investisseur Privé family office is compensated at several levels, after validation of a quote and engagement letter:
- Annual monitoring fees: as a % of assets under management.
- Per-mission flat fees: annual wealth assessment, income tax declaration assistance, etc.
- Subscription to digital tools for a real-time wealth dashboard.
Request a quote.
A single family office is dedicated to one family. A multi-family office is a shared service between several families, whose expertise and costs are pooled.
Yes, the family office can also manage other missions for the family, including:
- Properties and estates.
- Family holdings.
- Art collections.
- Philanthropy...