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Family office
A Family Office Culture

For Families

Lutetia Capital seeks solutions destined to ensure the protection and growth of financial assets over the long term. As such, we advise you on your wealth management globally and in the realization of your family strategy. We take into account the values and vision of your family and suggest personalized solutions.

We work closely with you to create and implement a personalized plan of action. We are responsible of the strategic allocation of your assets, the selection of your fund managers and management of your various asset classes. Lutetia Capital takes great care in providing quality reporting to its clients and permanently verifies that the structures in place are consistent with your objectives.

Lutetia Capital is aware that managing a large patrimony goes beyond asset management. This is why we have partnered with a number of high-level institutions that are able to respond efficiently to the most demanding requirements of high-net-worth families, i.e. legal structures, trusts, global custody, tax advice, patrimonial administration, and succession planning.

For Professionals

You are a consultant, a family office director, a professional in global patrimony management, or a specialist of trusts. You act as an advisor to families with large holdings and understand their needs. We can help you address these needs.

We offer a range of asset management services (investment advice, selection of fund managers, financial engineering and portfolio management tailored to families) and allow you to concentrate on your core business in the context of a partnership combining discretion and efficiency.

Together, we define the expectations and the needs of your clients to offer you a bespoke service. During the period of your relationship with Lutetia Capital, one of our family office consultants will remain your privileged contact person. This stability ensures continuity in the decision-making process and permanent consistency between our actions and your client’s objectives.

To get a personalized answer to your needs, please do not hesitate to contact us

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