What HEREST does

HEREST is a French Multi-Family Office and wealth management advisory firm founded in 2011 and headquartered in Marcq-en-Barœul (near Lille), operating across three regional offices in northern France, Île-de-France, and Auvergne-Rhône-Alpes. The firm serves high-net-worth entrepreneurs, affluent families, and corporate executives (dirigeants) with an integrated offering organized around four service pillars: Ingénierie Sociale (retirement, executive compensation, insurance), Accompagnement (family governance, multi-advisor coordination, next-generation financial education), Services Financiers (asset structuring, consolidated reporting, structured products, private capital), and Services Patrimoniaux (wealth structuring, asset audits, life insurance analysis). Its "chef d'orchestre" model positions the firm as an independent orchestrator that consolidates fragmented advisory relationships on behalf of clients and coordinates external specialists.

The business model is fee-based, combining advisory honoraires (per mission, annual flat retainer, or percentage of assets under management) with retrocessions — distribution commissions received from product manufacturers including AXA Banque, Edmond de Rothschild, Pictet, and Oddo — without imposing additional cost on clients. The firm holds 100% self-owned capital (SARL with €89,060 share capital), is registered with ORIAS (n° 11 063 799) as a CIF and insurance/banking intermediary, and is supervised by the AMF (via CNCGP) and ACPR. There is no proprietary technology platform, no digital distribution, and no AI/ML capability disclosed; service delivery is entirely relationship-driven through senior advisors in face-to-face engagements. Go-to-market relies on professional association memberships (AFFO, La Boétie Patrimoine, Lyon Place Financière), industry awards, and "Les 100 qui font le patrimoine en France" nominations rather than paid marketing, and the firm has accumulated multiple recognitions between 2021 and 2025, including gold and bronze medals at Sommet du Patrimoine et de la Performance and a 2024 Ingénierie Patrimoniale award.

Name

HEREST

Legal name

HEREST

Website

https://herest.fr

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

HEREST is a French independent Multi-Family Office founded in 2011, serving high-net-worth entrepreneurs, affluent families, and corporate executives with fee-based wealth structuring, financial advisory, family governance, and asset management services across offices in Lille, Paris, and Lyon.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Finance and Insurance (52)

SIC

Insurance Agents, Brokers & Service (6411), Services-Management Consulting Services (8742), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Private Banking & UHNW Wealth Advisory (FSAEABAC), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management
• Family office services
• Financial advisory
• Estate planning
• Asset management

Headquarters

HQ city

Marcq-en-baroeul

HQ country

France

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Honoraires (Advisory Fees): Fee-based revenue from patrimonial and financial advisory missions. Three pricing modes: per mission, annual flat fee, or percentage of assets under management. Provides transparency and quality of advice by enabling fee-based billing rather than commission-only models.
2. Retrocessions (Distribution Commissions): Commissions received from investment product providers (insurance, funds, structured products) for distributing their products. No additional cost to clients. Revenue sharing arrangement with partner product manufacturers.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

HEREST is an independent French Multi-Family Office delivering integrated wealth management, financial advisory, insurance, and asset management services to entrepreneurs, affluent families, and business leaders. It consolidates clients' patrimonial data, coordinates multiple advisors, structures and audits wealth, and advises on retirement, life insurance, private capital, and intergenerational transfers under either fee-based or commission-based compensation.

Product overview

HEREST is a Multi Family Office providing integrated wealth management services for entrepreneurs, wealthy families, and executives. The company operates as a single unified offering combining four complementary service pillars: Social Engineering Services (retirement planning, executive optimization), Advisory & Coordination Services (family meetings, next-gen education), Financial Services (portfolio management, reporting, private capital), and Wealth Management Services (structural audits, insurance analysis). The firm acts as a "chef d'orchestre" (orchestrator) coordinating multiple advisors on behalf of clients, with fee-based (honorary) or commission-based compensation models.

Differentiator

Problem solved

Functional benefit

Products and services

• Services d'Ingénierie Sociale (Social Engineering Services) Social engineering services including retirement planning, executive status optimization, compensation optimization, and insurance coverage (prévoyance) assessment for HNW executives, entrepreneurs, and family principals.
• Services d'Accompagnement (Advisory & Coordination Services) Advisory and coordination services acting as 'chef d'orchestre' for clients: meeting preparation, family governance facilitation, next-generation financial education, multi-advisor coordination, and ongoing patrimonial follow-up.
• Services Financiers (Financial Services) Financial services encompassing asset structuring, consolidated reporting, portfolio auditing, structured products analysis, and private capital advisory for HNW individuals, families, and executives.
• Services Patrimoniaux (Wealth Management Services) Wealth management services including wealth structuring, comprehensive asset audits, strategic recommendations, economic and fiscal comparisons, and life insurance portfolio analysis for entrepreneurs, affluent families, and business leaders.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Association Française du Family Office (AFFO)coreStrategic or Co-development Partner · 1 January 2001Professional association created in 2001 to work on current and future topics related to the professionalization of the Family Office profession through dedicated commissions, and to create strong interactivity between different Family Office professionals. HEREST is an active member.
• La Boétie PatrimoinecoreStrategic or Co-development PartnerNon-profit association dedicated to creating the best conditions for the growth of its members. A place for exchanging best practices, training towards excellence, and searching for new innovations. HEREST is an active member.
• Lyon Place Financière (LPF)coreStrategic or Co-development PartnerAssociation aimed at being a pool of high-level skills and showcasing the diversity and expertise of finance, services, and training professionals to entrepreneurs and investors. HEREST is an active member.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Cyrus Conseil: One of the largest independent Multi-Family Offices in France, offering integrated wealth advisory to entrepreneurs and HNW families. Closest direct competitor to HEREST given overlapping multi-family-office positioning, fee-based advisory model, and French HNW client focus.
• Ugo: French independent wealth-advisory and family-office firm serving HNW clients and entrepreneurs across France. Directly comparable to HEREST in target clientele (entrepreneurs, family wealth), fee-based advisory approach, and multi-region French footprint.
• Banque Privée 1818: French private bank focused on wealth structuring, family-office services, and HNW advisory for entrepreneurs and family shareholders. Comparable to HEREST in target client segment and integrated patrimonial engineering offering, though operating under a banking license.

Broad incumbents

• Indosuez Wealth Management: Wealth management arm of Crédit Agricole serving UHNW clients globally with private banking, asset management, and family-office services. Comparable as a major French incumbent that HEREST competes against for HNW advisory mandates.
• BNP Paribas Wealth Management: Largest private bank in France and a top-tier European wealth manager serving HNW and UHNW clients. Provides integrated advisory, investment, lending, and family-office-style services that overlap with HEREST's offering but at much greater scale.
• Société Générale Private Banking: Major French private bank providing wealth advisory, asset management, and family-office services to entrepreneurs and HNW families across France and Europe. Overlaps with HEREST's HNW advisory proposition but with broader product set and balance sheet.
• Rothschild & Co Wealth & Asset Management: Global private banking and asset management franchise with strong French heritage serving HNW and UHNW families. Provides wealth structuring, advisory, and family-office-adjacent services comparable to HEREST's, but with broader investment and capital-markets capabilities.
• Edmond de Rothschild Private Wealth: Swiss-headquartered private bank with significant French operations serving entrepreneurial families with wealth advisory and asset management. Comparable client segment and integrated advisory offering to HEREST, supported by in-house investment capabilities.

Emerging players

• Primonial: French wealth management group offering patrimonial advisory, asset management, and real-asset solutions through a network of partner advisors. Comparable in serving the HNW advisor channel in France, though distributed through an external partner network rather than HEREST's direct advisory model.

Others

• Deloitte Private (France): Advisory practice within Deloitte France dedicated to private enterprises and HNW families, offering wealth advisory, family governance, and intergenerational planning services. Comparable to HEREST in serving family-wealth governance and next-generation planning, but with a professional-services rather than independent-advisor positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/herest

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 HEREST