STRAT&Fi

Overview

Strat&Fi advises entrepreneurs and families through wealth structuring, investment management and financing solutions. Its services include holding and ownership structures, transmission planning, tax advice, expatriation planning, asset allocation and manager selection.

The firm also arranges bank financing, private non-dilutive financing, Lombard loans, and LBO or OBO structures. Its real-estate activities include tax-efficient projects, Paris hotel club deals, and opportunities focused on Paris, its inner suburbs and the Côte d’Azur.

History

Strat&Fi says it has developed its advisory platform for more than 20 years, combining technical expertise, open architecture and ongoing portfolio oversight. Alexandre Jaubert created the platform that became Stratefi in 2001.

Leadership

- Alexandre Jaubert, Associé Gérant. - Guillaume Lange, Associé Gérant. He joined the entrepreneurial project after holding senior roles at Accenture. - Caroline Tauveron-Rey, Directrice Associée and Responsable du pôle Family Office. - Charlotte Donahue, Directrice Associée and Responsable du développement clientèle.

Services

Strat&Fi offers Luxembourg and French life-insurance solutions, customized mandates, multi-management and private-equity fund selection.

Its broader advisory work covers wealth and ownership structuring, tax and transmission planning, expatriation, asset allocation, manager selection, financing and selected real-estate investments.

What the firm offers

• Investment management
• Tax planning
• Risk and insurance
• Cross-border planning

Client Focus

The firm states that it works with business sellers, senior executives, expatriates, professional athletes and artists, heirs, and affluent families.

Approach

Strat&Fi describes its approach as independent and open, with tailored solutions, partner flexibility, confidentiality and transparent pricing.

Assets

The firm reports advising on €500 million in financial and real-estate assets for 200 clients and their families, supported by 12 dedicated collaborators. It also reports asset growth of more than 25% per year over the last 10 years.

Registration

ORIAS lists STRAT & FI under ORIAS number 07025674. The registrations include courtier en opérations de banque et services de paiement, courtier d’assurance ou de réassurance, and conseiller en investissements financiers.

FAQs

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Sources

1. Strat&Fi
2. Strat&Fi team and history
3. ORIAS registration for STRAT & FI

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.