Family Office

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Presentation

At La Banque Privée Saint-Germain, we started off as a Family Office, so we know and understand the needs of wealthy families. Our mission is to ensure that their assets are passed on to future generations in the best possible conditions. We can address the most complex legal and tax issues whilst also taking care of our clients' day-to-day private affairs.

Our assets

Strategic planning

Each of our families has a dedicated wealth committee, made up of financial experts and independent experts. Its role: to define and implement their wealth strategies over the long term.

Wealth engineering

From business succession to tax and legal services, from wealth structuring to estate planning advice, we help our clients to reach their goals.

Private affairs

We make our clients' lives easier with: household staff management, estate management, administrative coordination with various actors (notaries, lawyers, accountants, …).

A family offer at the service of future generations.

Jerôme Bethbèze

Head of Sales

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Helping families to grow and secure their wealth