FAMILY OFFICE
Managing long-term
family assets
OUR TOP PRIORITY
Offering you a global, long-term wealth perspective
What you or your family have built needs to be preserved, consolidated and even optimized… As a family and entrepreneurial group, this issue is at the heart of our identity. With this in mind, ODDO BHF has built up first-class expertise in family office services over the years. We offer you comprehensive, proven, personalized care to optimize your wealth management and any financial, asset management, entrepreneurial or philanthropic project. You can choose the solution that suits you best, whether it’s comprehensive management or high-quality reporting.
OUR APPROACH
Partnership as a strategy
No matter your ambitions or perspectives, we are by your side. Based entirely on trust and transparency, our team sees the family office service as a genuine partnership. We take a judicious, long-term approach to the assets you entrust to us, with the fundamental aim of preserving and growing them. Our mission is to help you realize your wealth management plans, to provide you with answers to your tax and legal questions, and to give you access to our network. Made up of market and investment experts, lawyers, foundation specialists and mathematicians, our team is present in the key European financial centres, from Frankfurt to Paris, not to mention Zurich and Geneva. When can we have a chat about this?
Other expertises
MEET US
Switzerland
ODDO BHF Private Wealth Management has a presence in Switzerland, with offices in Zurich, Geneva, and Lausanne.
France
ODDO BHF Private Wealth Management is based in France, with offices in Paris, Strasbourg, Lyon and Marseille. Our relationship managers cover the whole of mainland France.