Intuitae

What Intuitae does

Intuitae is an independent, fee-only multi-family office founded in 2001 in Paris by Christophe Achard and Luc Granger, serving ultra-high-net-worth families and entrepreneurs across Europe. The firm operates through four regulated legal entities in France (headquarters), Switzerland, Belgium, and Luxembourg, employing more than 50 professionals organised as Directors, Family Officers, Senior Advisors, and support staff.

Its service portfolio rests on five pillars: asset allocation consulting (listed and private equity, real estate, and alternatives such as vineyards, forests, crypto, and NFTs) underpinned by the proprietary Intuitec® consolidation methodology; wealth engineering consulting (financial, legal, fiscal structuring and transfer); family governance (charters, councils, next-generation preparation); exclusive services (club-deals, brokerage through a purchasing centre, daily personal assistance); and mono-family office creation and incubation. A sub-brand, Fair/e by Intuitæ, opens access to clients from €3 million in assets, while the joint brand ICSA For Single Family Offices, launched with Capitalium in March 2024, extends the mono-family office offering into Switzerland.

Commercially, Intuitae is remunerated exclusively through client fees (honoraires) with no product distribution and full rebating of any third-party commissions, structurally eliminating conflicts of interest. Distribution is entirely direct enterprise field sales via Directors and Associates, supported by content marketing, LinkedIn presence, industry events, and earned media (Leaders League, Patrimoine Magazine). Regulatory credentials (CIF, COBSP, COA, ORIAS registration, carte T, ARIF affiliation) underpin the firm's ability to deliver cross-border advisory across the four jurisdictions.

Name

Intuitae

Legal name

INTUITAE FRANCE SAS

Website

https://intuitae.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Intuitae is an independent, fee-only multi-family office founded in 2001 in Paris, serving ultra-high-net-worth families and entrepreneurs across France, Switzerland, Belgium, and Luxembourg via its proprietary Intuitec® methodology and direct advisory across asset allocation, wealth engineering, family governance, and mono-family office incubation.

Ownership category

akta.pro rank

Product category

Multi-Family Office Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Multi-family office services
• Wealth management advisory
• Asset allocation consulting
• Private equity advisory
• Family governance consulting

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fee-only advisory services (honoraires): Intuitae is exclusively remunerated by its clients through honoraires (fees). The company does not distribute any financial products. Any remuneration received from third parties (e.g., as COBSP or COA intermediary) is fully returned to the client as a deduction from their fees. This fee-only model eliminates conflicts of interest and guarantees objectivity.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Intuitae is an independent multi-family office providing fee-only wealth management advisory to ultra-high-net-worth families and entrepreneurs since 2001. Core services span asset allocation consulting (listed financial investments, private equity, real estate, alternative assets), wealth engineering consulting, family governance, exclusive club-deal and brokerage services, and mono-family office creation. Operations are conducted across offices in Paris, Geneva, Brussels, and Luxembourg via a 50+ person expert team.

Product overview

Intuitæ operates as a multi-family office offering both multi-family office and mono-family office services through a unified platform. The core offering centers on Intuitæc®, their proprietary asset consolidation methodology, complemented by four main service pillars: asset allocation consulting (investments, private equity, real estate), wealth engineering consulting, family governance, and exclusive services (club-deals, brokerage, personal assistance). The mono-family office service enables families to create dedicated structures, while the ICSA brand (in partnership with Capitalium) extends these capabilities to Switzerland. Fair/e provides an accessible entry-level offering for patrimonies starting at €3 million.

Differentiator

Problem solved

Functional benefit

Brands

• Fair/e by Intuitæ: A simple, agile and innovative offer designed for wealth starting from 3 million euros.

Products and services

• Conseil en allocation d'actifs Asset allocation consulting covering financial investments (listed and private equity), real estate, and alternative assets (wine, art, vineyards, forests, cryptocurrencies, NFTs) to build a global allocation strategy for long-term value creation, supported by the Intuitec® consolidation method.
• Conseil en ingénierie patrimoniale Wealth engineering consulting focused on structuring, optimizing, and transferring wealth with a global vision integrating financial, legal, fiscal, and human aspects, delivered in complementarity with external technical experts.
• Gouvernance familiale Family governance services including defining collective vision, establishing family councils, drafting family charters, and preparing next generations for their future responsibilities.
• Services exclusifs Exclusive complementary services including club-deals for private equity and real estate co-investment opportunities, exclusive brokerage through a purchasing center for preferential rates, and personal daily management assistance for clients.
• Mono-family office Dedicated single-family office services for families wishing to structure their investments exclusively, independently, and durably, including creation assistance, incubation model, and strategic partnerships with existing structures.
• ICSA For Single Family Offices Joint brand with Capitalium dedicated to the support and incubation of Single Family Offices in Switzerland, offering customized and innovative services for families and entrepreneurs seeking to secure and grow their wealth in complete independence.
• Fair/e by Intuitæ A simple, agile, and innovative offering designed for patrimonies starting at €3 million, providing an accessible entry point to Intuitæ's independent family office services under a dedicated sub-brand.

Quantifiable outcome

• Minimum engagement of 6 months for all client contracts
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature1 record

Partnerships

One partnership is on record.

• CapitaliumcoreStrategic or Co-development Partner · 26 March 2024Capitalium, an independent wealth management company based in Geneva, partnered with Intuitæ to launch the joint brand 'ICSA For Single Family Offices'. This offering is dedicated to the incubation and support of Mono-Family Offices in Switzerland. It provides bespoke and innovative services for families and entrepreneurs seeking to secure and grow their wealth in complete independence.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Peers

• Haussmann Patrimoine:

Broad incumbents

• Indosuez Wealth Management: Wealth management arm of Crédit Agricole, serving UHNW clients globally with a strong European footprint including Switzerland, France, Belgium, and Luxembourg. Overlaps with Intuitae in multi-jurisdictional UHNW advisory, but operates at far greater scale and as part of a universal banking group.
• BNP Paribas Wealth Management: Wealth management division of BNP Paribas serving UHNW individuals and families across Europe, including France, Switzerland, Belgium, and Luxembourg. Directly comparable geographic footprint to Intuitae, but operates as a much larger incumbent within a universal banking group.
• Lombard Odier: Swiss private bank offering wealth management and family office services to UHNW clients internationally, with strong presence in Geneva and across Europe. Provides comparable multi-jurisdictional advisory but is a much larger incumbent with full private banking capabilities.
• Pictet Group: Swiss private bank and asset manager serving UHNW families across Europe, Asia, and the Americas with combined wealth management and asset management capabilities. Provides integrated wealth advisory comparable to Intuitae but at substantially larger scale and as part of a broader financial group.

Direct peers

• Stonehage Fleming: One of the largest independent multi-family offices in Europe, headquartered in the UK with international offices including Jersey, Switzerland, and South Africa. Stonehage Fleming provides integrated wealth advisory, investment management, and family office services to UHNW families, directly mirroring Intuitae's core offering and target market.
• Vacuum & Associés (VWA): French multi-family office offering independent wealth advisory to UHNW clients, including asset allocation, wealth engineering, and family governance. Comparable in size, target market, and independent fee-only positioning to Intuitae within the French market.
• Capitalium: Independent Geneva-based wealth management firm and Intuitae's actual partner in the 'ICSA For Single Family Offices' joint venture. Capitalium serves private clients and families with cross-border wealth advisory, making it a directly comparable boutique peer in the Swiss market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/intuitae-family-office

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Intuitae