Family
Office

Family governance, succession, shareholder agreements and coordination with private banks, insurers and trustees.

GOVERNANCE · SUCCESSION · LEGACY

Our Practice

A single plan for family wealth

We support families with significant wealth in the long-term planning of their assets and legacy: family governance, succession, holding structuring and inter-generational agreements. We act as the central point that orders complexity — tax, corporate, succession and wealth-related — and coordinates all the parties involved around the family.

This integration is our difference: we do not manage portfolios or replace private banking — we stand on the family's side to structure, oversee and bring coherence. We design the wealth and governance architecture, and coordinate private banks, insurers, trustees and lawyers so that every piece serves a single family plan. We frequently work on cross-border situations across Andorra–France–Spain, where residency, wealth and heirs are spread across jurisdictions.

Who Is It For?

No minimum wealth
published

We work with families whose wealth and family complexity justify dedicated coordination. Example mandate (anonymised): a French family established in Andorra with an operating business, a holding company in France, a real estate portfolio in two countries, and children not yet integrated into the estate — we designed the wealth holding, drafted the family protocol and shareholders' agreement, and coordinated private banking and insurance under a single succession plan.

Wealth spread across several jurisdictions (residency, business, property, investments)
Multi-generational families or those in full generational transition
First generation who built the wealth and is starting to plan the handover
Entrepreneurs recently established in Andorra who need to organise their personal and business wealth

What's Included

A comprehensive service
for your family

Diagnosis and coordination
Full wealth and family diagnosis. We do not manage portfolios or replace private banking: we coordinate private banks, insurers and trustees under a single family plan.
Family governance
Governance design: family council, family protocol and shareholder agreements across generations.
Wealth structuring
Structuring of wealth holdings and tax structuring of family wealth, personal and business, with a cross-border approach.
Succession planning
Succession planning and generational support: heir training and orderly wealth transfer.
Multi-jurisdictional coordination
Single point of contact coordinating private banks, insurers and trustees across jurisdictions — especially France and Spain.
Reporting and ongoing management
Consolidated reporting to the family head and ongoing administrative and tax management of the structures (the day-to-day running of the holding and family companies).

How We Work

One plan, four stages

Stage 1
Diagnosis
We map wealth, corporate structure, family situation and each generation's objectives. We identify tax, succession and governance risks.
Stage 2
Family plan
We design the architecture: holding structure, family protocol, succession plan and agreements. A single plan that aligns wealth, taxation and generational handover.
Stage 3
Implementation and coordination
We set up the structures, formalise the agreements and coordinate private banking, insurers, trustees and lawyers to execute the plan.
Stage 4
Ongoing oversight
Periodic reporting to the family head, administrative and tax management of the structures, and review of the plan as the family and regulations evolve.