We are your trusted Advisor in Wealth and Family Management. And we are much more.
This is why we call ourselves “Family Office”.
Cofinax Family Office is an independent firm. We support entrepreneurs and families in the structuring, sustainability and development of their private wealth, professional and real estate assets over the long term, in a complex and changing tax and legal environment, acting as a permanent auditor. We ensures the construction, development and transmission of your assets to future generations
In order to offer you a simple,an effective solutions and to have a comprehensive vision of your assets, we always work in synergy with your advices ( lawyers, accountants … ). We are not intended to replace your partners, on the contrary ,our expertise is multiple and complementary, of our respective missions is fundamental to ensure the sustainability of the wealth strategies implemented In a context of internationalization and complexification of standards,.
The family governance brings together the thinks of the intergenerational transmission and the involvement of family members in the management of their heritage. Beyond the preservation of financial assets, the role of the family office is above all to facilitate the transmission of harmony and family identity, and to foster intergenerational dialogue.
We advise and assist our clients depending on their investment wishes (financing the start-up, growth, transfer or recovery of a company), to diversify their portfolios by acquiring equity investments in European SMEs and mid-market companies. We are able to direct them towards venture capital, development capital, capital-transmission or turnover capital.
We work closely in the implementation of philanthropic projects, e identify the causes that are important to you, defining the purpose and form of your commitment and structure it by choosing the legal framework most suited to your aspirations. Our team of experts and external consultants help you to fulfill this commitment and accompany you at every stage of its implementation so that your philanthropic project is fully integrated into your heritage, financial and family strategy.
Our main objective is the independence, for this reason Cofinax Family Office is not linked to any financial institution , in order to guarantee the benefit from a fair and impartial advice.
We help our clients to manage, protect and nurture their wealth effectively, across generations.