Imani Family Office

Overview

Imani & You presents itself as a family office that helps clients organize present and future priorities, translating family and wealth concerns into long-term strategies. The firm describes its approach as human, grounded in strong values, and centered on analysis that supports advice aligned with clients’ interests. It is based in Paris.¹

Leadership

- Edmée Chandon-Moët, President, responsible for fund selection and development. - Pierre-Yves Lagarde, Head of wealth engineering. - Sébastien Sitbon, Head of listed-investment selection.²

Services

Imani & You’s 360-degree family-office work covers the organization and optimization of short- and long-term wealth strategies. Its wealth-engineering services include protection regimes, structuring private and business assets, remuneration strategies, succession planning, and family or corporate governance.³

The firm provides ongoing reviews of wealth strategies, asset consolidation and monitoring, and continuing support for family and corporate governance. Its investment work includes selecting listed and unlisted financial investments and arranging real-estate credit.⁴

A private-secretariat service handles clients’ personal administrative matters. Imani & You says it maintains in-house wealth-engineering expertise and works with specialist notaries, lawyers, and accountants when implementing strategies.⁵

What the firm offers

• Estate planning
• Family governance and education
• Administration and bill pay

Client Focus

The firm works with clients seeking coordinated support for personal administration, family priorities, wealth structuring, governance, and investment decisions over time. Its partners oversee asset allocation, risk-budget setting, investment selection, monitoring, rebalancing, and reporting for clients.⁶

Approach

Imani & You emphasizes trust, transparency, loyalty, persistence, and a long-term orientation in its client relationships. The firm presents this approach as a values-led partnership supported by analysis, specialist coordination, and continuing review.⁷

FAQs

Related resources

• LocationMultifamily offices in Paris

  This Paris-focused page helps families compare local multifamily office options and understand how regional practices may differ. It can frame questions about estate planning, family governance, and day-to-day administration for a family or business owner seeking coordinated support in France or with cross-border needs.

• GuideMultifamily office services

  This overview explains the types of work a multifamily office may handle, including estate planning, family education, governance, administration, and bill pay. A reader can use it to match desired support with the priorities of a family seeking long-term organization across personal, family, and wealth matters.

• Network siteFamilyOffices.com

  FamilyOffices.com offers practical resources and a community perspective for wealthy families and single family offices. Reviewing its material can help a business owner identify governance, education, and administrative topics to discuss when considering a partner for family priorities and ongoing household or wealth administration.

• GuideQuestions to ask a multifamily office

  A question guide can help a prospective client structure conversations before selecting a multifamily office. Topics such as decision-making, family education, estate planning, reporting, and bill pay are relevant for families assessing how a potential partner would support both strategic planning and routine administration.

• Similar firmsAlthéo Partners
  Altride Family Office
  AGAMI FAMILY OFFICE

  Profiles of Althéo Partners, Altride Family Office, and AGAMI FAMILY OFFICE provide nearby points of comparison within the site's directory. Reading these entries may help a family or business owner compare service descriptions and prepare clearer questions about governance, estate planning, education, and administrative support.

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.