Mansartis

Wealth preservation through asset and estate planning
Tax and administrative consulting
Structural alignment of business and personal assets

Our Multifamily Office services extend beyond investment and portfolio management to property management, wealth transfer advice, oversight of philanthropic activities, and more, depending on the client’s individual needs.

capabilities

Managing wealth has never been more challenging. Diverse asset classes, international regulations, tax policies, multiple stakeholders: The financial landscape for affluent families and individuals has grown extremely complex. Mansartis offers families the experience, tools and strategic vision to help preserve and grow wealth over generations.

We possess the capabilities to provide comprehensive or à la carte solutions for structuring and administering significant assets. The Family Officer, a client’s dedicated point of contact, orchestrates in full confidentiality the broad panel of in-house and external expertises that the firm can leverage for our client’s benefit.

Wealth Management & Planning

Strategic advisory services
Asset restructuring
Portfolio consolidation
Refinancing negotiation
Budget management
Family Secretary

Tax & Administrative Assistance

Tax preparation and filing
Property management
Domestic personnel management
Investment tracking
Philanthropy oversight

Our Difference

Flexible, customized service contracts
In-house tax, investment and M&A expertise
Preparation of external consultations

Real-time reporting
provides clients with the tools
for sound decision-making

The Family Office is the central depository of information issuing from a client’s various advisors, experts and counsellors. We turn that information into actionable intelligence, thanks to dedicated reporting tools adapted to each client’s unique situation. At any time, the Family Officer can present clients with a clear picture of their current position, providing them with customized reports that facilitate sound decision-making.

In response to a specific concern, for example, or to support plans for a new initiative, the Family Officer can issue real-time reports on the status of all or a segment of a client’s assets.

Among other uses, these detailed, costed reports are valuable tools for:

monitoring annual budgets
calculating costs related to wealth management
verifying dividend distributions
measuring the performance of shareholdings
consolidating financial and non-financial assets
tracking tax or regulatory changes

Reporting services that cover the spectrum of professional and private holdings represent a significant advantage for individuals whose business assets overlap with their family’s personal wealth.

Mansartis is a Multifamily Office, an active member of the AFFO (Association Française des Family Office).

Team

Responsive and resourceful, our Family Office team is committed to the stewardship of client assets and to our clients’ peace of mind.

Dedicated specialists can summon as required the counsel and capabilities of in-house specialists as well as external partners, the better to provide clients with innovative, personalized services. Indeed, from its inception, the scope of our Family Office practice has expanded in pace with the demands and ambitions of our clients.

Patricia de la Forest Divonne

Family Officer

15 years' experience in Wealth Management. At Mansartis since 2009. Previously at UNOFI (Union Notariale FInancière) and Petercam.

Bérengère de BOISSIEU

Wealth management & tax advisory

At Mansartis since July 2017 after several experiences in corporate law and tax law, one year of part-time work at Mansartis family office. Master of science on management at ESSEC business school and Master of professional property Law at Dauphine.

Alexandra Lanée

Head of Wealth Management & Tax Advisory

15 years' experience in tax matters for professional and private clients. At Mansartis since 2010. Previously at TAJ, University Paris II – Assas.