Finandir

Overview

Finandir is a French société par actions simplifiée registered with the Paris RCS under SIREN 449 799 592. ORIAS lists FINANDIR as a legal entity under ORIAS number 08040454 and records it as a conseiller en investissements financiers, insurance broker, and broker for banking and payment services.¹²

History

Finandir says it was created in 2003 by Philippe Favre to advise entrepreneurs and their families on their wealth needs. Jérôme Lazare, Philippe Rouault, Eynour Boutia, and Daniel Fermon joined Finandir in 2018.³

Timeline

1. 2003Finandir says it was created in 2003 by Philippe Favre to advise entrepreneurs and their families on their wealth needs.
2. 2018Jérôme Lazare, Philippe Rouault, Eynour Boutia, and Daniel Fermon joined Finandir in 2018.

Leadership

Philippe Rouault is President, Philippe Favre is Honorary President, and Eynour Boutia is Managing Director. Daniel Fermon’s biography cites senior research and European-equity roles at Société Générale and Neuflize OBC Investissement. Jérôme Lazare is President of ResFamiliaris SAS and a founding partner of ResFamiliaris multi-family office.⁴

Services

Finandir’s stated mission is to protect and grow clients’ wealth, advise independently on their goals, and handle related administrative follow-through. Its services include portfolio audits, customized asset allocation, global fund and manager selection, financial-product analysis, order-execution oversight, financing structuring and negotiation, fee reviews, and coordination with French and international legal and tax advisers.⁵⁶

What the firm offers

• Tax planning
• Administration and bill pay
• Risk and insurance
• Cross-border planning

Client focus

The firm describes its clientele as evenly divided between French residents and non-residents in Europe and North America. Its clients are mainly entrepreneurs in technology, real estate, and retail, while it also advises spouses and children confidentially.⁷

Approach

Finandir states that it receives no direct or indirect retrocessions from banks, insurers, financial intermediaries, or advisory firms. It says it does not sell products, manage funds, or hold privileged capital links with asset managers, real-estate advisers, or legal and tax firms. The firm reports that it is paid only by clients through fees and presents its recommendations as being made in the client’s sole interest.⁸

FAQs

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Sources

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.