Family Partners
Family Partners is a Paris-based multi-family office founded in 2011 serving 50+ ultra-high-net-worth families (€30M–€1B wealth) with integrated investment, real estate, legal/tax, accounting, financing, family administration, and concierge services, overseeing €7B+ in gross assets.
- Company typePrivate
- Founded2011
- HeadquartersParis, France
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Family Partners does
Family Partners SAS is a Paris-based multi-family office founded in 2011 that serves ultra-high-net-worth (UHNWI) families with wealth between €30 million and €1 billion. The firm operates an integrated seven-module service platform: Investissements & Monitoring (investment advisory across listed, unlisted, real estate, and exclusive club deals), Immobilier (bespoke real estate acquisition, financing, renovation, and disposal), Ingénierie Juridique et Fiscale (legal/tax structuring and corporate secretarial), Expertise comptable et Ingénierie Financière (accounting delivered via subsidiary FP Fiduciaire), Financement (financing brokering through a network of 80+ banking teams), Family Services (administrative and household staff support), and Conciergerie (international lifestyle concierge). The firm's technology is anchored by a digital consolidated interbank reporting system that provides clients with a unified, cross-bank, cross-asset, cross-liability view of total wealth.
The business model is fee-based and relationship-driven: revenue is generated through advisory and monitoring fees on supervised assets (€7B+ gross AUM), transaction fees on financing operations (~€300M+ annually) and real estate deals, and professional services fees for legal, tax, accounting, and concierge work. Pricing is customized and quote-based, billed annually with no public standard tiers. The firm emphasizes shareholder, economic, and intellectual independence as core DNA and holds ORIAS financial advisor registration, AMF-approved association membership, and a CCI Paris Ile-de-France real estate transaction card.
Distribution is direct: senior Family Officers engage UHNWI clients through professional referrals, press coverage in wealth management publications (Magazine Décideurs, Business Immo), and industry events such as the World Family Office Investment Summit. The team is small (~11 named personnel including Family Officer Dirigeant Jean-François Chatelain, COO Fernanda Calle, and partners Pierre Pellet, Stephane Rogron, and Pierre-Emmanuel Gillet), operating from headquarters at 170 Boulevard Haussmann in the 8th arrondissement of Paris. The firm is privately held with no disclosed external investors.
Family Partners firmographics
Firmographics- Name
- Family Partners
- Legal name
- Family Partners SAS
- Website
- https://family-partners.fr
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Family Partners is a Paris-based multi-family office founded in 2011 serving 50+ ultra-high-net-worth families (€30M–€1B wealth) with integrated investment, real estate, legal/tax, accounting, financing, family administration, and concierge services, overseeing €7B+ in gross assets.
- Ownership category
- akta.pro rank
Family Partners industry classification
Industry- Product category
- Multi-Family Office Services
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Offices of Real Estate Agents and Brokers (53121)
- SIC
- Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531), Loan Brokers (6163)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Business & Succession Advisory (FSAAADAL)
Keywords
Where Family Partners is headquartered
LocationHeadquarters
- HQ city
- Paris
- HQ country
- France
- HQ region
- Europe
Offices1 record
Markets served
Family Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others
Revenue model
- Financial Investment Advisory Services: Advisory and monitoring fees for managing financial investments including listed assets, unlisted assets, real estate, and exclusive club deals.
- Accounting and Financial Engineering Services: Accounting services through FP FIDUCIAIRE subsidiary including annual accounts preparation, periodic reporting, and financial projections.
- Legal and Tax Engineering Advisory: Legal and fiscal structuring services for wealth organization, asset holding structures, and succession planning.
- Real Estate Services: Bespoke real estate transaction services including property search, negotiation, financing, renovation management, and property disposal.
- Financing Brokering: Financing advisory and brokerage services leveraging network of 80+ French and international banking teams, including refinancing and renegotiation services.
- Concierge Services: Premium concierge services including travel organization, event planning, household staff recruitment, and exclusive access arrangements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Customized UHNWI family office services |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Family Partners product offering
Product offeringCore offering
Family Partners operates as a Paris-based multi-family office serving ultra-high-net-worth families (wealth between €30M and €1B). It delivers an integrated platform of seven service modules — investment advisory and monitoring, real estate advisory, legal and tax engineering, accounting and financial engineering (via its FP Fiduciaire subsidiary), financing brokerage, family administrative services, and premium concierge — coordinated by senior Family Officers who provide unified, independent oversight of clients' cross-asset and cross-liability wealth.
Product overview
Family Partners operates as a Multi-Family Office offering an integrated platform of seven core service modules: Investissements & Monitoring (investment advisory and portfolio management), Immobilier (real estate advisory), Ingénierie Juridique et Fiscale (legal and tax engineering), Expertise comptable et Ingénierie Financière (accounting and financial engineering via FP Fiduciaire), Financement (financing advisory), Family Services (administrative support), and Conciergerie (lifestyle concierge). The services work together to provide comprehensive wealth management, with FP Fiduciaire serving as the dedicated accounting subsidiary and all other services coordinated through Family Officers to optimize clients' legal/tax, investment, and pricing situations.
Differentiator
Problem solved
Functional benefit
Products and services
- Investissements & Monitoring Investment advisory and portfolio monitoring service that creates, implements, and manages strategic and tactical asset allocations for clients across all asset classes and geographies, including listed assets, private equity, real estate, and exclusive club deals.
- Immobilier Real estate advisory service providing bespoke property operations from asset identification and acquisition through to revaluation, management, and disposal, including legal/tax structuring, financing support, and property management.
- Ingénierie Juridique et Fiscale Legal and tax engineering service advising on wealth structuring and organization, implementing chosen structures, handling legal formalities, providing corporate secretarial services for holding companies, and managing tax declarations.
- Expertise comptable et Ingénierie Financière Accounting and financial engineering service delivered through FP Fiduciaire, providing accounting and tax processing, annual accounts preparation, periodic reporting, financial situations and forecasts, and business planning.
- Financement Financing advisory service utilizing a network of over 80 French and international banking teams to find optimal financing solutions, including financing audits, strategy, brokerage, tendering, negotiation, and refinancing.
- Family Services Administrative support service that relieves clients of time-consuming tasks including client operations setup and follow-up, personal assistance, service provider contract management, and household staff management.
- Conciergerie Concierge service connecting clients with an international network of providers for travel organization, event planning, household staff recruitment, automobile acquisition, reservations, and exclusive access.
Quantifiable outcome
- Over €7B gross assets supervised
- +2 more outcomes
Companies that use Family Partners
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Family Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Family Partners partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core, key and supporting.
- FP FIDUCIAIREcoreAccounting firm subsidiary (FP FIDUCIAIRE) that provides accounting services including annual accounts preparation, periodic reporting, and financial projections for client companies. Works in integration with Family Officers and analysts for complex investment operations.
- 80+ Banking Teams NetworkcoreNetwork of over 80 French and international banking teams and other lenders that provide financing solutions. Family Partners acts as intermediary, conducting market tenders (appels d'offres) to secure optimal financing terms for clients.
- Expert Advisors NetworkkeyNetwork of expert-consultants including lawyers, notaries, and law professors who collaborate on legal and tax engineering structures. Also includes clients' historical advisors.
- International Service Provider NetworkkeyInternational network of service providers for concierge services enabling clients to access exclusive reservations, travel arrangements, event planning, and lifestyle management.
- National Property Management PartnersupportingOutsourced property management partner of national dimension handling ongoing property administration for client real estate assets.
- Economist-Strategist PartnerssupportingPartner economists and strategists who collaborate with Family Officers to develop and implement strategic and tactical asset allocations aligned with client objectives.
Scale indicators6 records
Recent moves6 records
Expansion highlights6 records
Family Partners competitors and assessment
Company assessmentDirect peers
- Edmond de Rothschild: Edmond de Rothschild is a Swiss-headquartered, family-controlled wealth manager with a strong European private banking and multi-family office franchise, directly comparable to Family Partners' UHNWI advisory model and its stated independence ethos.
- Indosuez Wealth Management: Crédit Agricole's Indosuez is a European private bank serving UHNWI families with integrated wealth advisory, asset management, and family office services — overlapping most of Family Partners' product and client profile.
- Edmond de Rothschild Heritage: The family-office and wealth structuring arm of Edmond de Rothschild is a direct comparable for Family Partners' succession, legal/tax engineering, and family services modules in the European UHNWI segment.
Broad incumbents
- Union Bancaire Privée (UBP): UBP is a Geneva-based independent private bank with strong European UHNWI franchise; comparable as an independent alternative to bank-controlled multi-family offices in the same clientele as Family Partners.
- Rothschild & Co: Rothschild & Co's Global Advisory and Wealth & Asset Management businesses serve UHNWI families with succession, investment, and financing services — a broader incumbent comparable to Family Partners' integrated mandate.
- Lazard Family Office Services: Lazard provides multi-generational wealth advisory to UHNW families through its Private Wealth Solutions business, overlapping with Family Partners' legal/tax engineering and family governance offerings.
- BNP Paribas Wealth Management: BNP Paribas Wealth Management is a leading French/European private bank with a dedicated family office offering for large UHNWI households — a French-market incumbent on which Family Partners benchmarks.
- Pictet Group: Pictet is a large Swiss independent wealth and asset manager serving UHNW families globally; a broad incumbent comparable on the investment monitoring side of Family Partners' offering.
Emerging players
- Sycomore Family Office: Sycomore is an independent Paris-based investment firm extending into private wealth and family advisory, comparable to Family Partners on the French UHNWI segment and its independence positioning.
Regional players
- Klépierre Wealth (Tikehau Capital): Tikehau Capital is a Paris-listed European asset manager with a growing private wealth and family office platform — comparable to Family Partners on French UHNWI wealth structuring and direct-investing capabilities.
Market position
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Family Partners social profiles
Digital presenceFamily Partners compliance and trust
Trust signalCompliance2 records
Family Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Family Partners leadership team
Management profileNumber of profiles
Profiles7 records
Family Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Family Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Family Partners
What does Family Partners do?
Family Partners operates as a Paris-based multi-family office serving ultra-high-net-worth families (wealth between €30M and €1B). It delivers an integrated platform of seven service modules — investment advisory and monitoring, real estate advisory, legal and tax engineering, accounting and financial engineering (via its FP Fiduciaire subsidiary), financing brokerage, family administrative services, and premium concierge — coordinated by senior Family Officers who provide unified, independent oversight of clients' cross-asset and cross-liability wealth.
Is Family Partners a public or private company?
Family Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Family Partners founded?
Family Partners was founded in 2011. It employs 11 to 50 people.
Where is Family Partners based?
Family Partners is headquartered in Paris, France, in the Europe region.
How does Family Partners make money?
Six revenue lines are on record. Financial Investment Advisory Services are the primary driver. The others are accounting and Financial Engineering Services, legal and Tax Engineering Advisory, real Estate Services, financing Brokering and concierge Services.
Who are Family Partners's main competitors?
Direct peers on record are Edmond de Rothschild, Indosuez Wealth Management and Edmond de Rothschild Heritage. Broad incumbents are Union Bancaire Privée (UBP), Rothschild & Co, Lazard Family Office Services, BNP Paribas Wealth Management and Pictet Group. Sycomore Family Office is listed as an emerging player. Klépierre Wealth (Tikehau Capital) is listed as a regional player.
Does Family Partners have an API?
No public API is recorded for Family Partners.
What industry is Family Partners in?
Family Partners's product category is Multi-Family Office Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 523940 and its SIC code is 6282.