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Wealth management experts at the service of private clients
Our service is intended for families with significant, diversified wealth that wish to receive some assistance in coordinating and managing it. Our team accompanies several generations of a family, each with different wealth expectations.
A dedicated team with transversal and complimentary expertise (financial management, legal management, family governance).
Our service is provided with the same level of expertise in France, Germany and Switzerland.
The family office benefits from all the institutional-quality expertise and resources of the ODDO BHF Group (financial analysts, institutional managers, credit and tax experts).
In addition to its own expertise, the family office provides a network of external experts (banks, asset managers, lawyers, notaries, certified public accountants).
The services provided are adjusted to the needs of the client and specified in an ad-hoc mission statement.
Head of Family Office France
“Anticipate preserving family wealth: in order to organise the smooth transmission of wealth, the young generations have to be involved in the process now.”