ResFamiliaris

What ResFamiliaris does

ResFamiliaris is an independent multi-family office and wealth management advisory boutique headquartered in Fulham, London, founded in 2008 by Jérôme Lazare and Philippe Rouault to address misaligned incentives in traditional private wealth advisory. The firm delivers bespoke, fee-only advisory services to ultra-high-net-worth families across the full family office spectrum, including tailored investment advice, customised consolidated wealth reporting, portfolio auditing, financial asset allocation, global fund and manager selection, financial product evaluation, financing structuring, fee renegotiation with banks and insurers, and coordination with clients' tax and legal advisors. It explicitly emphasises cross-Channel (UK/France) expertise and operates as an affiliated structure with Finandir, a sister company based in Paris.

The firm operates on a strictly fee-only compensation model, accepting no commissions, retrocessions or referral fees from banks, life insurance companies or other financial intermediaries, and actively negotiates commission rebates back to clients. Res Familiaris is authorised and regulated by the UK Financial Conduct Authority (No.498876) and is registered as Res Familiaris LLP (No.OC342901). The team comprises four named partners (Lazare, Rouault, Éléonore de Rochechouart and Marie Bernon), with collective senior experience at Goldman Sachs, JPMorgan, HVB-Unicredit Group, HSBC Private Bank, Lombard Odier, SG Kleinwort Hambros and Standard & Poor's.

Underlying technology is not disclosed; the firm relies on traditional advisory methodologies and standard financial reporting tools to deliver customised recommendations, with no proprietary platform, app, API or AI/ML capability referenced. The business model is direct, high-touch and relationship-driven: clients are acquired via referrals and bespoke consultations, recommendations are issued in writing, asset allocations are adjusted continuously in response to market conditions, and consultations are available outside conventional hours including mornings, evenings and weekends. Marketing is minimal and confined to the corporate website, with no disclosed social media, content marketing or paid advertising channels.

Name

ResFamiliaris

Legal name

Res Familiaris LLP

Website

https://resfamiliaris.com

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

1–10 employees

Short description

ResFamiliaris is a London-based, FCA-regulated independent multi-family office founded in 2008, offering fee-only bespoke wealth advisory and family office services to ultra-high-net-worth families across the UK and France.

Ownership category

akta.pro rank

Product category

Family Office Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

akta.pro secondary industry

Lifestyle, Concierge & Personal Services Management (FSAAADAJ)

Keywords

• Wealth management advisory
• Multi-family office
• Investment advisory
• Asset allocation
• Portfolio management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory Fees: Res Familiaris receives compensation solely from clients in the form of fees. This fee-only structure ensures complete alignment of incentives between the firm and its clients. The firm does not accept any commissions, retrocessions, or referral fees from banks, life insurance companies, or other financial intermediaries. This model enables the firm to provide unbiased recommendations exclusively in the client's best interest.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

ResFamiliaris provides independent, fee-only multi-family office and wealth management advisory services to ultra-high-net-worth families. Offerings include tailored investment advice, customised consolidated wealth reporting, portfolio auditing, asset allocation optimisation, global fund and manager selection, evaluation of financial products, financing structuring, and active renegotiation of fees charged by banks and insurers. The firm is based in London and authorised and regulated by the UK Financial Conduct Authority (No.498876).

Product overview

Res Familiaris operates as a single integrated wealth management advisory boutique offering bespoke services to high-net-worth families. The core offering encompasses tailored investment advice, customized consolidated wealth reporting, portfolio auditing, financial asset allocation optimization, global fund and manager selection, financial product evaluation, financing structuring, and fee renegotiation services. The company also provides coordination with legal and tax advisors and cross-Channel expertise. All services are delivered on a fee-only basis with complete independence from product providers.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Advisory Services (Multi-Family Office) Comprehensive wealth management advisory services providing families with independent, dedicated service covering all aspects of their global wealth, including tailored investment advice, portfolio auditing, financial asset allocation, customised consolidated wealth reporting, selection of top-tier funds and managers, in-depth evaluation of financial products, structuring and negotiating financing, and active renegotiation of bank and insurance fees. Delivered through bespoke partner-level engagement with personalised analysis, written recommendations, and ongoing monitoring.

Quantifiable outcome

• Asset allocation accounts for 85–90% of portfolio performance, with manager quality and security selection accounting for 10–15%

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• FinandirminorOthersFinandir is Res Familiaris' sister company based in Paris, France. Founders Jérôme Lazare and Philippe Rouault hold leading roles in Finandir, with Philippe serving as President. This is a related entity structure rather than a formal commercial partnership; Finandir is not a partner in the traditional sense but rather a affiliated company within the same ownership group.

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Stonehage Fleming: One of the largest independent multi-family offices serving UHNW families globally, with strong UK and international presence. Directly comparable as a fee-based, independent family office targeting the same client profile as Res Familiaris.
• Cazenove Capital: Boutique UK wealth manager (part of Schroders) serving private clients, families, and charities with discretionary investment management and advisory. Comparable as a relationship-led, UHNW-focused boutique advisor.
• Arbuthnot Latham: UK private bank providing private banking and wealth planning to HNW clients, families, and entrepreneurs. Comparable as a relationship-driven, independent UK wealth advisor serving family wealth.
• Sandaire: London-based multi-family office providing bespoke wealth management, investment advisory, and family office services to UHNW families. Closely comparable in target segment, fee-only model, and boutique scale.
• C. Hoare & Co. Privately owned UK private bank serving HNW and UHNW families with personalized banking, investment, and wealth structuring services. Comparable as an independent, relationship-driven boutique serving family wealth.
• Weatherbys Private Bank: UK private bank offering bespoke banking, investment management, and family office services to HNW individuals and families. Comparable boutique, family-focused wealth proposition.

Broad incumbents

• Julius Baer (UK): Swiss-headquartered global wealth manager with a substantial UK presence serving UHNW families. Comparable client segment and cross-border wealth expertise but at vastly greater scale and breadth.
• Coutts: UK private bank (NatWest Group) serving HNW and UHNW clients with banking, investment, and family office services. Overlaps with Res Familiaris's UHNW focus but at materially greater scale and as part of a wider banking group.
• Schroders Wealth Management: Global asset manager with a dedicated UK wealth management division serving HNW individuals, families, and intermediaries. Comparable in offering bespoke wealth advisory but as part of a much broader investment platform.
• Brown Brothers Harriman (UK): Large, long-established US-headquartered private bank with a London wealth management practice serving UHNW families. Comparable UHNW family wealth offering but at much greater scale and geographic breadth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/resfamiliaris-l

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 ResFamiliaris