The family office market today
Family offices, once the preserve of the very wealthy, have now been democratized.
Families, entrepreneurs, professionals and heirs with complex assets are looking for strategic, global and confidential management.
The emergence of Multi-Family Offices (MFOs) has made it possible to pool skills and offer tailor-made services to families with assets ranging from 1 to 5 million euros.
Who is the Family Office for?
- Entrepreneurs wishing to combine their business and personal assets
- Wealth families with several assets (real estate, portfolio, family business)
- Professions with high profitability and lack of structure
- Heirs and complex estates with a desire for a lasting legacy
Why set up a family office?
- To organize and clarify existing assets
- For strategic, coherent asset management decisions
- To prepare for multigenerational inheritance
- For independent investment management
- To coordinate the various experts and create genuine family governance
What this means in concrete terms
- You move from a stacked logic to a global, structured vision
- You can avoid making snap decisions or opportunistic decisions
- You regain control of your wealth strategy
- You gain clarity, efficiency and peace of mind
The Mentorium Partners approach
We have designed a modern, human and tailor-made family office to support ambitious families.
Structur
- Setting up or updating holding companies, SCIs, Dutreil agreements, life insurance, etc.
- Coherent legal, tax and asset organization
Control
- Asset management (flows, assets, projections)
- Strategic trade-offs (remuneration, dividends, investments)
Protect & Pass on
- Customized transmission (donation, life insurance, clause, dismemberment)
- Security for spouses and heirs
- Confidential coordination with all existing boards
Our added value
- Zero product sales
- Single & strategic contact
- Cross-functional coordination of experts
- Long-term, planned vision aligned with your values
Would you like to discuss this in complete confidentiality?
Contact us for an initial personalized study.
At Mentorium Partners, we don't sell investments. We illuminate your future.
