We serve our clients’ wealth management interests in the long term across generations.

Investæ Finances also provides wealth management advice to corporate and family groups. Though already well developed in Anglo-Saxon countries, Family office services are becoming increasingly important in France.

Our mission is to offer a wide range of wealth management services to protect, preserve and develop family wealth in the long term across generations.

Our recommendations are always based on a comprehensive and objective analysis of your risk, opportunities and primary objectives (family governance, succession, tax planning, investment management, administrative services).

Our Family office approach is built on a partnership with our third party network (banks, insurers, asset managers, chartered accountants, solicitors, tax planners, consultants) and your usual advisers.

We produce a consolidated reporting for monitoring and decision making purposes across all asset classes, multiple financial institutions and asset managers. Our guiding principle is to provide all necessary information to manage and monitor your wealth in terms of assets, liabilities, cash flow and investment performance

We deliver complete cost transparency and clear information on all charges, fees and/or commissions. In some cases we may receive retrocessions which can be potentially offset against our adviser charges and thereby significantly reduce your overall cost.

Our clients value us a trusted and loyal advisers committed to serve their interests in the strictest confidence.