Eukratos

Overview

Eukratos is a société par actions simplifiée and shared family office. Some of its activities are regulated by the French Autorité des marchés financiers.³ The AMF listed Eukratos as an authorized portfolio management company on 19 April 2011 under authorization GP-11000013. Its listed activities include UCITS management and discretionary mandates.¹ The firm’s legal notice also records ORIAS registration 10055866 and RCS Paris number 521 477 273.²

Eukratos says it serves families and “capitaines d’industrie,” or industrial business leaders, with advice and coordination similar to a private financial director.⁸ The firm describes itself as independent and owned by its founders and some families associated with its capital. It operates under a supervisory committee.⁷

History

The firm’s public sources identify its AMF authorization date as 19 April 2011.¹² Eukratos also reports that Eukratos Transactions & Conseils was established in 2023 as a subsidiary for real estate transactions.⁹

Timeline

1. 2011The AMF listed Eukratos as an authorized portfolio management company on 19 April 2011 under authorization GP-11000013.
2. 2023Eukratos also reports that Eukratos Transactions & Conseils was established in 2023 as a subsidiary for real estate transactions.

Leadership

Jean de Lambertye is associate-founder and director of publication. His published background includes financial advice to entrepreneurs and private clients, corporate financing, and coordination of the French private client activity of a foreign asset manager.¹⁹

Emmanuel Domange is associate-founder. His background includes industrial project development, multi family office work, and wealth management and succession advice within BNP Paribas.²⁰

Nathalie de Chabot Tramecourt is Brussels family officer and associate. Eukratos describes her experience in cross border wealth advice and lists a Master II in business law and taxation and an MBA from Solvay Business School.²¹

Bertrand de La Grandière is head of wealth engineering and associate. His prior wealth engineering roles include UBS, Edmond de Rothschild and Pictet.²²

Marc Falconnet is patrimonial engineer in Rennes and associate. Eukratos describes 20 years of advisory work in credit, banking and a regional multi family office.²³

Anne Bérard is associate responsible for studies and reporting. Her listed credentials include normalienne, agrégée de physique, a doctorate in science, IAE Paris finance training and a CNAM Paris wealth management qualification.²⁴

Laurent Marquier is financial controller and associate. He holds an IPAG Paris diploma and an AMF professional market certification obtained in 2012.²⁵

The supervisory committee lists Benoît Bassi, Patrick Lucas, Arnaud Tourtoulou and Robert de Metz. Patrick Lucas is identified as committee president.²⁶

Services

Eukratos lists supervision services that include legal and tax monitoring, asset allocation, investment analysis, bank and insurer relationship management, consolidated wealth reporting and document archiving.¹⁰

Its structuring services include wealth restructuring, protection of spouses and relatives, a personal patrimonial secretariat, succession preparation, corporate secretariat for holding companies and coordination with lawyers, notaries and accountants.¹¹

Its investment services include participation sales and fundraising support, philanthropy advice, assistance with historic monuments and collections, and advice on unlisted and private equity investments involving property, hotels and club deals.¹²

The firm also lists family governance services such as annual family panoramas, training for younger family members, family charters and councils, and sourcing independent administrators.¹³

ADEME’s 2023 record lists management of a SICAV with three compartments, investment advice, life insurance and IOBSP brokerage, technical analysis, and administrative and patrimonial secretariat assignments.⁴ Eukratos’s legal notice states that its website presents financial asset analysis and supervision, discretionary management for third parties and UCITS management.²⁷

Eukratos states that it does not receive client deposits or flows of funds, securities or gold, citing Article L533-21 of the French Monetary and Financial Code.⁸

What the firm offers

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

Client focus

The firm presents its work for families and industrial business leaders who need coordination across wealth, investment, governance and external professional relationships.⁸ Its family governance offering includes family charters, councils and preparation for younger family members.¹³

Investment philosophy and approach

The firm says its Eukratos Sélection investment management philosophy selects fund managers rather than relying on macroeconomic forecasts. It identifies target fund performance and the quality of each manager’s process as key criteria.²⁸

Eukratos identifies independence, transparency, trust and long term continuity as core operating principles. It says it receives no remuneration linked to external providers.¹⁸ The firm also states that it does not simultaneously incorporate environmental, social and governance criteria into its investment policy, while monitoring ESG ratings for funds in its three SICAV compartments.²⁹

Assets and minimums

ADEME reported €48 million of assets as of 2023.⁵

FAQs

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Sources

1. AMF GECO list , accessed 2026-10-23.
2. Eukratos legal notices , accessed 2026-10-23.
3. ADEME Eukratos 2023 record , accessed 2026-10-23.
4. ADEME Eukratos 2023 record , accessed 2026-10-23.
5. ADEME Eukratos 2023 record , accessed 2026-10-23.
6. Eukratos homepage , accessed 2026-10-23.
7. Eukratos homepage , accessed 2026-10-23.
8. Eukratos approach , accessed 2026-10-23.
9. ADEME Eukratos 2023 record , accessed 2026-10-23.
10. Eukratos solutions , accessed 2026-10-23.
11. Eukratos solutions , accessed 2026-10-23.
12. Eukratos solutions , accessed 2026-10-23.
13. Eukratos solutions , accessed 2026-10-23.
14. Eukratos team , accessed 2026-10-23.
15. Eukratos team , accessed 2026-10-23.
16. Eukratos team , accessed 2026-10-23.
17. Eukratos team , accessed 2026-10-23.
18. Eukratos homepage , accessed 2026-10-23.
19. Eukratos team , accessed 2026-10-23.
20. Eukratos team , accessed 2026-10-23.
21. Eukratos team , accessed 2026-10-23.
22. Eukratos team , accessed 2026-10-23.
23. Eukratos team , accessed 2026-10-23.
24. Eukratos team , accessed 2026-10-23.
25. Eukratos team , accessed 2026-10-23.
26. Eukratos team , accessed 2026-10-23.
27. Eukratos legal notices , accessed 2026-10-23.
28. Eukratos Sélection prospectus , accessed 2026-10-23.
29. Eukratos ESG criteria , 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.