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Millésime Family Office

Multifamily office listing in Lyon, France.

Headquarters
Lyon, France

Lyon-based wealth advisory firm providing coordinated investment, tax, legal, succession, property, and family-office support. MFO says it operates independently of financial institutions.

Overview

Millésime Family Office, marketed as MFO through the MFO Agency website, advises private individuals and companies on family and professional wealth. The firm emphasizes personalized advice, careful listening, method, discretion, transparency, and long-term support. It says it operates independently of financial institutions.1

History

Michel and Mylène Mancuso founded MFO in 2004. Formerly known as Millésime Patrimoine, the firm says it has more than 20 years of experience.2

Services

MFO provides wealth management, tax and legal advice, succession planning, financial investment services, property investment guidance, and dedicated family-office support. Its work includes comprehensive wealth audits, financial diagnostics, succession analysis, retirement projections, and tax and transmission planning.4

The firm’s asset-allocation service covers diversified portfolio construction, risk management, fund selection, active or passive management, and ongoing monitoring. MFO also arranges life insurance, capitalization contracts, securities accounts, and PEA plans for individuals and companies.5

Dedicated private services include family-office coordination, wealth concierge support, and enhanced legal and tax follow-up. These services are designed for business leaders, affluent families, and elite athletes.6

What the firm offers

  • Tax planning
  • Estate planning
  • Administration and bill pay
  • Risk and insurance
  • Retirement planning

Client Focus

MFO serves private individuals and companies, with a particular focus on family and professional wealth. Its dedicated private services are available to business leaders, affluent families, and elite athletes.7

Approach

MFO describes its advisory process as a four-stage cycle: an in-depth wealth audit, tailored strategy design, operational implementation, and periodic review with proactive adjustments.8

The firm says its approach combines personalized advice, listening, method, discretion, transparency, and long-term support.9

Registration

MFO reports registration as a French financial investment adviser and insurance broker with ORIAS under number 07004383, and membership in the CNCGP professional association. The ORIAS register lists MFO as an active legal entity with two registrations and identifies Michel Mancuso as an intermediary for banking and payment services.10

FAQs

When was MFO founded?

Michel and Mylène Mancuso founded MFO in 2004. The firm was formerly known as Millésime Patrimoine.2

What services does MFO provide?

MFO provides wealth management, tax and legal advice, succession planning, investment and property guidance, asset allocation, and dedicated family-office services.4

Who does MFO serve?

MFO works with private individuals and companies, including business leaders, affluent families, and elite athletes seeking coordinated wealth support.7

  • LocationMultifamily offices in France

    This overview of multifamily offices in France helps families compare common structures, regional coverage, and areas of advice. It gives a Lyon based business owner context for considering support across tax planning, estate planning, property matters, and family administration while assessing whether an independent adviser fits their needs.

  • GuideMultifamily office services

    This guide explains the services a multifamily office may coordinate for wealthy families and business owners. Readers can use it to consider needs such as bill payment, insurance, retirement planning, tax work, succession, and legal coordination when reviewing a firm like MFO.

  • Network siteFamilyOffices.com

    FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. A prospective MFO client can use it to learn how families organize governance, administration, investments, and succession, then identify questions relevant to a Lyon based advisory relationship.

  • GuideOutsourced CIO vs multifamily office

    This comparison outlines how an outsourced CIO differs from a multifamily office in responsibilities, investment oversight, and family support. It helps a business owner decide whether investment direction alone is sufficient or whether coordinated tax, legal, succession, property, and administration services are also needed.

  • Similar firmsAltride Family Office
    Althéo Partners
    B. Durand Capital Partners

    Profiles of Altride Family Office, Althéo Partners, and B. Durand Capital Partners provide additional points of comparison on MultifamilyOffices.com. Reviewing these firms may help a family or business owner frame questions about service scope, client focus, regional presence, and how independent advice is delivered.

Sources

  1. MFO Agency
  2. Notre accompagnement
  3. MFO Expertises
  4. MFO Agency
  5. MFO Agency
  6. MFO Agency
  7. Notre accompagnement
  8. MFO Agency
  9. Mentions légales

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.

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