Professional assets and private wealth are intimately interwoven. The synergies between our private banking offer, advisory services to family-owned companies and private equity business enable us to meet your needs by putting all your estate issues into perspective.
Management of your private fortune and professional assets
La Compagnie Financière Edmond de Rothschild can manage your entire fortune, rather than just the financial assets. Our private bankers have ready access to experienced professionals in wealth engineering, law and taxation in order to carry out an in-depth analysis of the structure of your estate.
They then map out a coherent architecture and strategy that can be adapted over time.
Three axes form the core focus of this strategy:
- Building and growing your wealth la constitution et la valorisation de votre patrimoine,
- Optimising your tax position
- Transferring your estate and protecting your beneficiaries.
» Learn more about our Private Banking services
Financial counselling for your transfer, acquisition, and other transactions
Advisory services for family business
Company founders and their family shareholders will find La Compagnie Financière Edmond de Rothschild can advise them in all matters related to the sale or transfer of their businesses. Such transactions require a thorough evaluation of the business before hand, a field in which we have acquired renowned expertise. A dedicated team will support you all through the transfer or sale process. In particular, this team will endeavour to optimise legal, tax and financial aspects of the transaction.
La Compagnie Financière Edmond de Rothschild will also advise you through fund-raising and market flotation transactions, as well as, mergers and acquisitions.
These specialised advisory services for family business are provided by teams of our subsidiary, Edmond de Rothschild Entreprises Patrimoniales.
A complete private equity service at your disposal
You would like to invest in unlisted companies and take part in their development? La Compagnie Financière Edmond de Rothschild provides one of the most comprehensive services on the private equity market, with investment funds (taking minority stakes), LBO deals (with majority stakes).
» Learn more about our unlisted investment services