Cohaesia Family Office

Overview

Cohaesia advises and assists families with their wealth considered globally across legal, tax and financial dimensions.¹ The firm describes its objectives as balance, cohesion and long term sustainability of family wealth.¹ Cohaesia is based in Boulogne Billancourt, France.²

History

Cohaesia was created in 2010.¹ Agnès Guittard participated in creating La Française des Placements in 2000 and left the company in 2010.¹ Before that, she joined Fimagest in 1997 to develop its private management activity in association with Banque Parisienne de Crédit, later Fortis.¹

Timeline

1. 1997Before that, she joined Fimagest in 1997 to develop its private management activity in association with Banque Parisienne de Crédit, later Fortis.
2. 2000Agnès Guittard participated in creating La Française des Placements in 2000 and left the company in 2010.
3. 2010Cohaesia was created in 2010.

Leadership

Agnès Guittard holds a notary diploma and previously worked in a notarial practice.¹

Stéphanie Zimmermann completed a four year university course in Banque Assurance Finance at Paris Dauphine.¹ She spent 11 years in the private management entity of Fimagest, which became Fortis two years after she joined.¹ At Fimagest and Fortis, she worked as an ingénieur patrimonial advising business owner clients on legal and tax matters.¹ Zimmermann also taught at the IUP of Paris Dauphine for three years.¹

Services

Cohaesia says it supervises and analyzes a client’s entire wealth.³ Its process includes identifying wealth related issues and defining objectives.³ The firm proposes legal, tax and financial scenarios.³

Cohaesia coordinates complementary specialists, including lawyers, notaries and asset managers.³ It synthesizes the interventions of external specialists for clients.³ The firm works with clients to establish a sustainable strategy and supports the operational implementation of agreed strategies.³

Cohaesia says it monitors changes in clients’ family and wealth environments over time.³ It provides Grand Angle documents for synthesized monitoring of wealth.³ These documents allow deeper review of each asset class, including structure, risk level and performance indicators.³

What the firm offers

• Tax planning

Client focus

The firm describes its activity as advice for private clients.² It says it advises and assists families whose wealth is considered across legal, tax and financial dimensions.¹

Investment philosophy and approach

The firm says its approach is based on independence and the partners’ academic and professional skills.¹ Cohaesia describes its work as a process that connects wealth analysis, objective setting, scenario development, specialist coordination, strategy creation and operational follow through.³ Its stated objectives are balance, cohesion and long term sustainability of family wealth.¹

Assets and minimums

The available sources do not state assets under management or client minimums.

FAQs

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Sources

1. Cohaesia, Qui sommes nous , accessed 2026-10-23.
2. Cohaesia home page , accessed 2026-10-23.
3. Cohaesia et vous , accessed 2026-10-23.

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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.