Financière Dioclès Family Office

Overview

Financière Dioclès Family Office advises clients across wealth, financial, real-estate and administrative matters. The firm states that it is independent, belongs to no group or financial institution, and selects investment solutions and partners independently.¹

History

The firm was founded in 2011 by Romarin Billong, who remains its founder and president.²

Leadership

Romarin Billong previously spent eight years at Société Générale Private Banking Paris as a senior private banker.²

Iliès Berdal is a wealth-management adviser who supervises financial research and investment solutions.²

Services

The firm’s four core expertise areas are wealth advice, financial advice, real-estate advice and administrative management.³

Wealth advice brings together professional, financial, tax and real-estate considerations, with strategies designed around each client’s objectives.³

Financial advice includes tailored solutions, the selection of investment funds and managers, asset-allocation advice, portfolio monitoring and alternative investments.³

Real-estate advice covers portfolio audits, investment development in France or abroad, credit-leverage optimization, tailored property vehicles and asset-management coordination.³

Administrative management includes document organization, reporting tools and coordination with banks, insurers, tax authorities, legal professionals and accountants.³

What the firm offers

• Tax planning
• Administration and bill pay
• Private and alternative investments

Client Focus

Financière Dioclès describes its client focus as wealthy families and high-income households seeking a multi-family-office service. Its examples include business leaders and professional athletes.⁴

Approach

The firm describes its process as analyzing, acting, monitoring and adapting. This includes assessing assets, liabilities, risk and progress against client objectives.³

Registration

Financière Dioclès reports registration with ORIAS as a financial investment adviser under number 11 062 832. ORIAS independently lists FINANCIERE DIOCLES as a legal entity and shows its CIF registration.⁵

The firm also reports insurance-broker registration with ORIAS and registration for real-estate transactions and property management with the Paris Île-de-France Chamber of Commerce.⁶

FAQs

Related resources

• LocationMultifamily offices in Paris

  This Paris focused directory helps a family compare independent multi family offices serving clients in the French capital and nearby markets. It gives context for assessing where a firm such as Financière Dioclès Family Office fits when seeking tax planning, household administration, bill payment, and access to global private or alternative investments.

• GuideMultifamily office services

  This services guide explains the types of support a multi family office may provide across wealth planning and daily financial administration. A reader can use it to clarify whether help with tax matters, bill payment, private investments, and alternative investments matches the needs of a wealthy family or high income household.

• Network siteFamilyOffices.com

  FamilyOffices.com offers articles and community resources for single family offices and wealthy families. Its material can help a Paris based business owner or family understand common governance, investment, and administration questions before discussing international wealth advice with an independent multi family office.

• GuideThe annual MFO review

  The annual MFO review provides a recurring view of developments affecting the multi family office sector. Readers can use it to prepare questions about changing investment options, family administration, and cross border wealth considerations that may matter to households working with a Paris based adviser.

• Similar firmsAGAMI FAMILY OFFICE
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  Profiles of AGAMI FAMILY OFFICE, Altride Family Office, and B. Durand Capital Partners give readers nearby reference points when reviewing firms on this site. Comparing their stated services, locations, and client focus with Financière Dioclès Family Office can help a family or business owner define which capabilities to explore further.

Sources

1. Financière Dioclès Family Office, About
2. Financière Dioclès Family Office, Team
3. Financière Dioclès Family Office, Expertise
4. Financière Dioclès Family Office
5. ORIAS, FINANCIERE DIOCLES
6. Financière Dioclès Family Office, Registrations

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.