Family Partners

Overview

Family Partners reports advising more than 50 UHNWI families whose wealth ranges from €30 million to €1 billion. The firm also reports supervising more than €7 billion in gross assets, financing an average of more than €300 million in transactions each year, and transferring more than €1 billion in enterprise value over the previous three years.¹

History

Family Partners has operated for more than 15 years.¹

Leadership

Jean-François Chatelain, Pierre Pellet and Stephane Rogron are Associate Family Officers. Fernanda Calle serves as Chief Operating Officer and Associate. Alexis Grutter is Head of Allocation and Investment, and Fanny Soysouvanh is Head of Financing.²

Services

The firm’s stated expertise includes investment monitoring, real estate, financing, legal and tax engineering, family services, FP Signature and FP Fiduciaire. It also holds a professional card covering transactions on real estate and business assets and real estate management.¹³

What the firm offers

• Tax planning
• Private and alternative investments

Client Focus

Family Partners works with UHNWI families, including families with reported wealth between €30 million and €1 billion.¹

Approach

Family Partners describes its model as financially, economically and intellectually independent. Its stated values include transparency, rigor, fairness, sincerity, loyalty and sharing.¹

Assets and Minimums

The firm reports supervising more than €7 billion in gross assets and advising families with wealth ranging from €30 million to €1 billion.¹

FAQs

Related resources

• LocationMultifamily offices in Paris

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• GuideMultifamily office services

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• GuideMFO vs SFO vs virtual family office

  This comparison outlines how multifamily offices differ from single family offices and virtual models in structure, staffing and client access. A family considering Family Partners can use it to think through whether a shared Paris based platform suits its privacy, governance and service requirements.

• GuideHow multifamily offices invest

  This guide explains common ways multifamily offices allocate capital across private, alternative and other investments. It gives a family or business owner useful questions for discussing risk, liquidity, time horizon and tax considerations with a Paris based adviser such as Family Partners.

• Similar firmsAGAMI FAMILY OFFICE
  Altride Family Office
  B. Durand Capital Partners

  Profiles for AGAMI FAMILY OFFICE, Altride Family Office and B. Durand Capital Partners offer additional points of comparison on this site. Reviewing their stated services and locations can help readers frame questions about tax planning, private investments and family office support before speaking with Family Partners.

Sources

1. Family Partners official website
2. Family Partners team page
3. Family Partners legal notices

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.