AGAMI Family Office

Overview

ORIAS lists AGAMI FAMILY OFFICE as a Société par Actions Simplifiée registered with the Registre du Commerce et des Sociétés in Paris.² Its ORIAS registration number is 10056168, and its SIREN is 494 416 266.² AGAMI states that its investment advisory activity is regulated and controlled by the Autorité des Marchés Financiers under Conseil en Investissement Financier status.³ The firm describes itself as independent from financial institutions and says this supports objective advice.¹

AGAMI says it advises on the structuring, management, development and preservation of private and professional wealth in changing tax and legal conditions.¹ Its team includes approximately twenty people with complementary backgrounds and experience.⁴ The firm lists Paris as its location.⁵

History

AGAMI’s homepage states that François Simon founded the firm in 2006.⁵ François Simon’s biography states that he founded AGAMI Family Office with Laurent de Swarte in 2006.⁶ The homepage also states that AGAMI joined Groupe Premium in 2024.⁵ Groupe Premium said AGAMI joined the group while retaining its identity and distinctive know how.⁷

François Simon is named as AGAMI’s founder.⁶ His published biography says he worked as an options trader on MATIF, joined private banking at Banque Paribas in 1990, developed international private banking in London, joined GAM in 1999 and founded an early French multi family office in 2001.⁶

Timeline

1. 1990His published biography says he worked as an options trader on MATIF, joined private banking at Banque Paribas in 1990, developed international private banking in London, joined GAM in 1999 and founded an early French multi family office in 2001.
2. 2006AGAMI’s homepage states that François Simon founded the firm in 2006.
3. 2024The homepage also states that AGAMI joined Groupe Premium in 2024.

Leadership

François SIMON is listed as founder of AGAMI Family Office.⁶ ORIAS identifies François Simon and Benoit Emsalem as mandataires d’intermédiaire en opérations de banque et en services de paiement for AGAMI FAMILY OFFICE.²

Services

AGAMI says its work covers private, professional and real estate wealth through a dynamic 360 degree view and an intergenerational perspective.⁸ Listed services include wealth engineering, investment advice, family governance, private equity, real estate, private secretariat and philanthropy.⁹

Wealth engineering covers structural, legal and tax matters, including protection of family assets and planning for a company sale.¹⁰ AGAMI says it works with clients’ existing notaries, lawyers and accountants rather than replacing them.¹¹

Investment advice may include management mandates, private equity, private debt, real estate, tangible assets, commodities and cryptocurrencies.¹² The firm says it develops strategic allocations after assessing liquidity needs, risk sensitivity and performance objectives, then deploys and monitors those allocations.¹³ It supports private equity allocations through direct investments and funds.¹⁴

Family governance work may include a governance charter covering entrepreneurial, financial and philanthropic projects and supporting intergenerational dialogue.¹⁵ Real estate capabilities include acquisition, sale, leasing, structuring, financing, valuation and transfer of residential, office and investment property.¹⁶

Private secretariat services can cover correspondence, administration and social management of employees, recurring expenses, cash flows and real estate administration.¹⁷ Philanthropy services include defining a project, selecting a legal structure, implementation and long term continuity.¹⁸

What the firm offers

• Investment management
• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Client focus

AGAMI describes its clients as families and business leaders.¹ The firm says it defines objectives jointly with clients, constructs, values and transmits wealth, and provides clear consolidated monthly reporting while clients retain final decision authority.¹⁹

Investment philosophy and approach

AGAMI says its independence from financial institutions supports objective and independent advice.¹ The firm says it assesses liquidity needs, risk sensitivity and performance objectives before constructing strategic allocations.¹³ It describes an approach that combines private, professional and real estate wealth with an intergenerational perspective.⁸

FAQs

Related resources

• LocationMultifamily offices in Paris

  This Paris directory helps families compare local firms that advise on investments, tax matters, governance, and administration. It gives a regional starting point for a family or business owner considering a Paris based structure such as AGAMI Family Office.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com can help business owners review how corporate investors approach private and alternative investments. Its directory may also inform conversations about liquidity, strategic holdings, and the relationship between a family's operating business and its broader investment plan.

• Network siteFamilyOffices.com

  FamilyOffices.com offers background, resources, and community perspectives for wealthy families and single family offices. Readers can use it to explore topics such as family education, philanthropy, governance, administration, and the practical questions that arise when coordinating advice across generations.

• GuideQuestions to ask a multifamily office

  This question guide helps a prospective client prepare for discussions about investment management, tax planning, family governance, education, and bill pay. It can also clarify how a Paris based adviser would communicate, coordinate outside specialists, and work with family members or business leaders.

• Similar firmsCôme Maison Financière
  Eukratos
  Althéo Partners

  Reviewing Côme Maison Financière, Eukratos, and Althéo Partners gives readers additional names for comparison on this site. Looking across these profiles can help a family or business owner frame questions about private investments, family administration, governance, and the type of advisory relationship they want.

Sources

1. Accessed 2026-10-23
2. Accessed 2026-10-23
3. Accessed 2026-10-23
4. Accessed 2026-10-23
5. Accessed 2026-10-23
6. Accessed 2026-10-23
7. Accessed 2026-10-23
8. Accessed 2026-10-23
9. Accessed 2026-10-23
10. Accessed 2026-10-23
11. Accessed 2026-10-23
12. Accessed 2026-10-23
13. Accessed 2026-10-23
14. Accessed 2026-10-23
15. Accessed 2026-10-23
16. Accessed 2026-10-23
17. Accessed 2026-10-23
18. Accessed 2026-10-23
19. Accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.