ELYSEUM Family Office SA

Overview

Elyseum Family Office SA identifies itself as an asset manager and operator of the Elyseum family-office website. The firm reports membership in the Swiss Association of Asset Managers.¹

The firm provides discretionary and advisory mandates and reports monitoring a portfolio close to €1.5 billion for families and entrepreneurs. Its family-office page lists 10 clients and describes a 360° approach to family wealth.³

History

The wider Elyseum Investment group reports that it was founded in 2011 and operates across private equity, real estate and family-office activities.⁴

Leadership

The wider Elyseum Investment group identifies founding partners Yann Thomas and Etienne Mouthon as its leaders.⁴

Services

Elyseum’s portfolio-management work uses tailor-made multi-asset portfolios combining public and private equity, debt and other asset classes.³

The firm uses an open-architecture model to connect clients with asset-management specialists and offers real-asset strategies designed for defensive performance and cash flow.³

Its financial-engineering services cover asset structuring and organization for long-term preservation and succession planning. The work combines tax, legal and international expertise with coordination among notaries, lawyers and certified accountants.³

Dedicated services include family governance, philanthropy and strategic advice intended to address family wealth comprehensively.³

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client Focus

The firm serves families and entrepreneurs through dedicated investment and financial-engineering services, including discretionary and advisory mandates.³

Approach

The Elyseum Investment group describes its approach as independent, transparent and long-term, with a focus on capital preservation, risk management and responsible investment.⁴

Assets and Minimums

Elyseum Family Office SA reports monitoring a portfolio close to €1.5 billion for families and entrepreneurs. The wider Elyseum Investment group reports a combined portfolio of more than €2.5 billion across Europe and North America.³⁴

FAQs

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Sources

1. Elyseum legal information
2. FINMA licensed portfolio managers list
3. Elyseum family office
4. Elyseum Investment about page

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.