Witam Multi Family Office
Witam Multi Family Office is a privately held French wealth advisory firm, founded in 1996 by Benoist Lombard in Neuilly-sur-Seine, serving families with tax, life insurance, banking, and wealth management consulting services at a boutique scale of 11-50 employees.
- Company typePrivate
- Founded1996
- HeadquartersNeuilly-sur-seine, France
- Headcount11–50
- GTM typeB2C
- OfferingServices
Witam Multi Family Office firmographics
Firmographics- Name
- Witam Multi Family Office
- Website
- https://witam-mfo.fr
- Company type
- Private
- Founded year
- 1996
- Headcount range
- 11–50 employees
- Short description
- Witam Multi Family Office is a privately held French wealth advisory firm, founded in 1996 by Benoist Lombard in Neuilly-sur-Seine, serving families with tax, life insurance, banking, and wealth management consulting services at a boutique scale of 11-50 employees.
- Ownership category
- akta.pro rank
Witam Multi Family Office industry classification
Industry- Product category
- Multi-Family Office / Wealth Advisory Services
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Finance Services (6199), Life Insurance (6311)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Office Services (Single & Multi-Family Office) (FSABADAF), Risk Management & Insurance Advisory for Families (FSAAADAK)
Keywords
Where Witam Multi Family Office is headquartered
LocationHeadquarters
- HQ city
- Neuilly-sur-seine
- HQ country
- France
- HQ region
- Europe
Markets served
Witam Multi Family Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Witam Multi Family Office product offering
Product offeringCore offering
Witam Multi Family Office is a financial firm that provides tax returns, life insurance, banking, and wealth management consulting services. Operating as a multi-family office, it serves multiple families with coordinated personal financial advisory offerings across these four pillars.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Return Services Personal and household tax return preparation and filing for the firm's high-net-worth family clients.
- Life Insurance Advisory Advisory and placement of life insurance products for high-net-worth families as part of the firm's integrated wealth advisory.
- Banking Services Banking-related advisory and coordination services for the firm's family clients, provided as part of its integrated wealth management offering.
- Wealth Management Consulting Holistic wealth management consulting for high-net-worth families, integrating tax, insurance, banking, and broader financial planning across the household.
Companies that use Witam Multi Family Office
Customer profileIdeal customer profiles1 record
Witam Multi Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Witam Multi Family Office competitors and assessment
Company assessmentDirect peers
- Crystal Finance: French independent wealth management firm (multi-family office structure) providing personalized asset, tax, and inheritance advisory to HNW clients.
- Talence Gestion: Paris-based multi-family office offering wealth advisory, asset management, and family governance services to entrepreneurial and HNW families.
- Cyrus Conseil: Paris-based multi-family office offering wealth engineering, tax optimization, and financial advisory to HNW families — directly comparable multi-disciplinary French MFO model.
- SPGP (Société Privée de Gestion de Patrimoine): Independent French family office providing wealth management, tax, and inheritance planning services to private clients — comparable boutique MFO.
- Hereford Family Office: French multi-family office delivering independent advisory, wealth engineering, and intergenerational planning to UHNW families.
- UFG Family Office: Independent French family office offering wealth advisory, asset management, and family governance services with a comparable boutique HNW focus.
Emerging players
- Patrimmofi: Digital-first French wealth advisory firm targeting HNW clients — emerging tech-enabled competitor challenging traditional boutique MFOs.
Broad incumbents
- Indosuez Wealth Management: Crédit Agricole's wealth management arm offering family office-type services to HNW/UHNW clients globally — broader incumbent competing for the same clientele.
- Edmond de Rothschild Heritage: Large private banking group offering dedicated family office and HNW wealth services — broader incumbent with overlapping MFO capabilities.
- Banque Privée 1818 (Natixis): Natixis subsidiary providing private banking and family office services to French HNW families — broader incumbent with adjacent MFO offering.
Market position
Customer concentration
Witam Multi Family Office social profiles
Digital presenceWitam Multi Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Witam Multi Family Office leadership team
Management profileNumber of profiles
Profiles1 record
Witam Multi Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Witam Multi Family Office 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 Witam Multi Family Office
What does Witam Multi Family Office do?
Witam Multi Family Office is a financial firm that provides tax returns, life insurance, banking, and wealth management consulting services. Operating as a multi-family office, it serves multiple families with coordinated personal financial advisory offerings across these four pillars.
When was Witam Multi Family Office founded?
Witam Multi Family Office was founded in 1996. It employs 11 to 50 people.
Where is Witam Multi Family Office based?
Witam Multi Family Office is headquartered in Neuilly-sur-seine, France, in the Europe region.
Who are Witam Multi Family Office's main competitors?
Direct peers on record are Crystal Finance, Talence Gestion, Cyrus Conseil, SPGP (Société Privée de Gestion de Patrimoine), Hereford Family Office and UFG Family Office. Patrimmofi is listed as an emerging player. Broad incumbents are Indosuez Wealth Management, Edmond de Rothschild Heritage and Banque Privée 1818 (Natixis).
Does Witam Multi Family Office have an API?
No public API is recorded for Witam Multi Family Office.
What industry is Witam Multi Family Office in?
Witam Multi Family Office's product category is Multi-Family Office / Wealth Advisory Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAADAD, Family Office Administration & Operations (Accounting, Reporting, Payroll). Its NAICS code is 525 and its SIC code is 6199.