La Compagnie Financière Edmond de Rothschild offers a tailored service focused on protecting and growing assets over time. Our private bankers provide an extremely rich spectrum of products and services within a made-to-measure management framework.
Access to a wide range of expertises, high in added value
Financial planning
Based in Paris and throughout France, our teams of wealth planners begin with an in-depth analysis of the components of each client’s estate in order to design an asset architecture that is coherent and comprehensive. This team, backed up by legal and tax experts, endeavours to grow asset value while optimising the estate’s tax profile.
Advisory services for mid-size family-owned companies
Working closely together with the estate planning team, our advisory team prepares and optimises the legal, tax and financial terms of all transactions for the sale of the family business, whether partial or complete. The interests of our clients’ assets are at the heart of their considerations.
Our teams in Paris and across France also take part in fund-raising transactions and market flotation.
Open architecture management
Acting in full independence we pick the best-performing funds in leading financial markets. This quest for the most suitable solutions, even outside the Group, makes it possible to diversify portfolios by asset class, style, management company or by portfolio manager so as to reduce risk within the scope of active management.
Life insurance
Our dedicated personal life insurance structure, Assurances Saint-Honoré Patrimoine, selects the best-suited life insurance or capitalisation policies. Given its strong negotiation capacity with insurance firms across the board it can structure tailored solutions within an open architecture.
Family Office
Our Family Office is a prized partner for families with estates that require more intricate management, that may cross borders, often in close coordination with external actors. Our team devises and then steers a long term wealth strategy for each family, together with a tailored monitoring system to track all the components of the assets.
Tailored management, with your private banker at the helm
The quality of La Compagnie Financière Edmond de Rothschild’s advisory services is based above all on an expert understanding of the assets and an analysis of requirements that is both fine-tuned and comprehensive. In order to provide an efficient and reactive service – the guarantee of a trusting relationship – your banker deals with only a select group of clients.
Convinced that proximity is key to maintaining this close relationship, we have opened six offices across France in Bordeaux, Lyons, Marseilles, Nantes, Toulouse and Strasbourg.
Philanthropy: Creating your own foundation
Our teams are experienced in assisting clients in the creation of philanthropic structures, so that their reach can be optimised with:
- Aid in defining a project (determining the type of commitment and identification the goals),
- Choosing the appropriate legal structure of your philanthropic endeavour,
- Assistance in setting up the philanthropic vehicle,
- Ongoing support and monitoring of the entity created.
The team has privileged access to external experts to support the founders in establishing and monitoring their project.