SAGIS AM - FAMILY OFFICE & GESTION D'ACTIFS

Overview

SAGIS says it has accompanied approximately 100 families for 15 years. The firm reports 15 experienced employees serving 100 families, foundations, and congregations, with €1 billion in assets under management and advice.¹²

History

SAGIS traces its origins to the October 2005 creation of Gosset Grainville Family Office. Gosset Grainville Family Office and Cardinale West merged in July 2013 to create SAGIS, which the firm describes as a multi-family office and AMF-approved management company.³

Timeline

1. 2005SAGIS traces its origins to the October 2005 creation of Gosset Grainville Family Office.
2. 2013Gosset Grainville Family Office and Cardinale West merged in July 2013 to create SAGIS, which the firm describes as a multi-family office and AMF-approved management company.

Leadership

- Arnaud Gosset-Grainville, President of SAGIS Group - Mériadec Portier, Directeur Général - Anouk Grenouilleau, Directeur du Family Office - Didier Pruvost, Directeur des Gestions⁴

Services

SAGIS provides wealth-structuring support through wealth diagnosis and strategy, succession planning, legal and tax assistance, mediation, and education for younger generations.⁵

Its investment services include selecting financial holding structures, designing financial arrangements, and advising on private equity and real estate.⁵

The firm’s asset-management services include selecting and supervising asset managers, creating reserved funds, controlling risk, and producing consolidated reporting.⁵

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Private and alternative investments

Client Focus

SAGIS works with families, entrepreneurs, foundations, and congregations. It describes its client relationships as tailored, family-oriented, and transgenerational, with a dedicated family officer accompanying each relationship over time.¹⁵

Approach

SAGIS says it uses an open-architecture, multi-management model centered on selecting external funds and monitoring partner managers. Its manager-selection process evaluates people, process, and risk-adjusted performance after reviewing independence, financial strength, and research quality.⁶

The firm presents its approach as long term, diversified, transparent, objective, and focused on risk control.¹

Assets

SAGIS reports €1 billion in assets under management and advice.²

FAQs

Related resources

• LocationMultifamily offices in Paris

  The Paris multifamily offices page helps readers compare firms serving families and business owners in the same regional market. It can add context when assessing how services such as tax planning, estate planning, philanthropy, and private investments may fit a family's cross-border or France-based needs.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com gives readers a separate view of venture investment organizations and their focus areas. Entrepreneurs and family business owners can use it to consider how corporate venture activity differs from private and alternative investments when reviewing broader capital allocation questions.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Readers can use it to learn about family governance, investment oversight, philanthropy, and succession topics that often accompany tax and estate planning decisions.

• GuideOutsourced CIO vs multifamily office

  The Outsourced CIO versus multifamily office page explains how these two arrangements differ in decision-making, investment oversight, and family support. It helps a business owner or family compare a focused investment leadership model with a broader relationship that may include tax, estate, philanthropy, and alternative investment needs.

• Similar firmsAGAMI FAMILY OFFICE
  Althéo Partners
  Altride Family Office

  Profiles of AGAMI FAMILY OFFICE, Althéo Partners, and Altride Family Office provide additional points of comparison among firms serving wealthy families and owners. Reviewing their stated services, locations, and client focus can help readers frame questions about investment management, estate planning, philanthropy, and family coordination.

Sources

1. SAGIS AM
2. SAGIS AM, Qui sommes-nous?
3. SAGIS AM, Qui sommes-nous?
4. SAGIS AM, L’équipe
5. SAGIS AM, Family Office
6. SAGIS AM, Gestion en architecture ouverte
7. SAGIS AM, Mentions légales
8. AMF, Liste des sociétés de gestion agréées au 7 août 2023

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.