Vasseur & Associés

Services

Six disciplines, one partner, and a written plan you can read in ten minutes.

Our services

What we do for you

Wealth planning

A clear picture of everything you own, and a written plan for what it should achieve.

Family governance

Charters, councils and the conversations that keep a family united around its assets.

Estate and succession

Wills, trusts and transfers prepared with your notary, years before they are needed.

Portfolio oversight

We select and supervise your managers, and report on them in plain words.

Real estate

Acquisitions, financing and the long-term care of a family property portfolio.

Philanthropy

Foundations and donor-advised funds that give with the same care as you invest.

Why families stay with us for decades

Truly independent

No products, no commissions, no conflicts.

One partner

The same person knows your file from the first day.

Written reports

Every quarter, in plain words, on two pages.

Discretion

Your affairs are never discussed outside the firm.

Engagements

Clear fees, agreed in advance

Essential

For young professionals and new families.

€180per month

  • A written financial plan
  • Annual portfolio review
  • Tax and estate coordination

Most chosen

Advisory

Ongoing guidance for families who want a long-term plan.

€480per month

  • A dedicated partner and associate
  • Quarterly portfolio review
  • Tax and estate coordination
  • Family governance meetings

Family Office

A complete service for several generations and countries.

€1,450per month

  • A dedicated team of four
  • Monthly reporting
  • Real estate and philanthropy
  • Direct line to your partner

FAQ

Questions we are often asked

Cannot find your answer? Write to us at contact@vasseur-associes.com or call +33 1 42 27 18 60.

Families, entrepreneurs and foundations with assets above three million euros, mostly in France, Switzerland and the United Kingdom.

By a fixed annual fee agreed in advance. We receive no commission or retrocession from any bank or fund.

No. We select and supervise the managers who do, which keeps us on your side of the table.

Yes. We often coordinate a family’s lawyer, notary and banks rather than replace them.

Engagements renew every year. Most of our families have stayed for more than a decade.

Begin with a conversation, not a contract

First meeting

Begin with a conversation, not a contract

The first meeting is free and confidential. Tell us where you stand; we will tell you honestly whether we can help.