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Xelis Family Office

Family Office (single/multi)

Multi-client family office providing tailored wealth management services, ensuring independence and acting exclusively in the best interest of clients.

Overview and Management

Establishment Year

2003

Mission

To accompany clients in all aspects of their wealth management with independence and a focus on their best interests.

Values

Independence, Personalization, Accompaniment, Proximity, Trust, Respect, Security, and Professionalism.

Investment Roles

Direct Investor

Participant Demographics

Serves both individual and professional clients across various aspects of wealth management.

Generational Wealth Planning

Focus on structuring, preserving, and transmitting wealth across generations through tailored strategies.

Risk Tolerance

Tailored risk strategies adapted to the unique profiles and needs of clients.

References or Case Studies

Team Experience

Experienced team led by Véronique Aubin, with a network of global experts.

Notable Achievements

Approximately 20 years of operation as a trusted family office.

Project Track Record

Exit Strategies

Legal, Compliance and Contact Information

Regulatory Registrations

RCS Paris B 482 742 418

Compliance History

Email

contact@xelisfamily.com

Phone Number

+33 (0)1 49 24 91 60

Address

Paris France

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Frequently Asked Questions

What services does Xelis Family Office provide for wealth management?

Xelis Family Office offers comprehensive wealth management services tailored to meet the unique needs of each client. Our focus is on providing independent advice that prioritizes your best interests. We cover investment management, estate planning, tax optimization, and more. - Personalized investment strategies - Estate and succession planning - Tax-efficient wealth management

How does Xelis Family Office ensure independence in its financial advice?

At Xelis Family Office, we prioritize independence by avoiding conflicts of interest that can arise from commissions or proprietary products. Our advisors are committed to offering unbiased recommendations that align with your financial goals. - Fee-only advisory model - Transparent communication - Tailored strategies based on client needs

Why should I choose Xelis Family Office for my wealth management needs?

Choosing Xelis Family Office means partnering with a dedicated team that places your interests first. We combine expertise with a personalized approach to help you navigate complex financial landscapes effectively. - Extensive industry experience - Commitment to client education - Focus on long-term wealth preservation