Family Office
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Family Office
Originally dedicated to a family of entrepreneurs and today an independent department serving 13 families.
Proven expertise
A team of four family officers and two estate planners dedicated to high-wealth management
Amplegest, partner member of the French Family Office Association (AFFO) since 2011
Benefit from a pure management company without the conflicts of interest
Mandated portfolios and/or asset allocation advice.
Transparent invoicing, with a ceiling on fees.
Your objectives, one strategy
Monitoring of your personal tax situation
Managing your investment companies
Reporting on your financial assets
Your contacts
“One permanent contact person”
A family talks about Amplegest
A family-based approach
An “orchestra conductor” approach: advice on your overall estate, with analysis and monitoring of all your financial assets.
Listen, understand, analyze
Help the family set objectives, and determine strategic allocation of assets with the head of the family
A global analysis of financial management
Family estates, including both financial and property assets, structured for several generations
Help with ad hoc structures
Coordination of all consultants (notaries, tax advisors, accountants) and monitoring of recommendations
Tax monitoring
Analysis of financial management
Analysis of investment proposals, calls to tender and a selection of management companies
Validation of mandated management approaches, risk monitoring and verification of fees
Implementation of consolidated reporting oversight
