FOBS Family Office

FOBS Family Office

Financial-Services

Paris, Ile-de-France
Company Tagline

FOBS Family Office accompagne les chefs d'entreprise sur leur stratégie patrimoniale et professionnelle

Industry Category
Financial-Services
Company Description

FOBS Family Office is a leading financial services provider committed to delivering comprehensive wealth management and strategic financial solutions. Located at 15, Avenue d'Iéna, Paris, Ile-de-France 75116, FR, with additional offices in Lyon, Rhône-Alpes 69000, FR, and Bordeaux, Nouvelle-Aquitaine‎ 33000, FR, FOBS Family Office specializes in supporting business leaders with their professional and wealth strategies. Since its establishment in 2019, FOBS Family Office has focused on providing expert guidance in wealth management, financial modeling, and asset management.

FOBS Family Office excels in offering strategic advice, high-end balance sheet operations, corporate finance, debt structuring, and real estate consulting. The firm’s expertise extends to niche areas such as vineyards and spirits, providing a holistic approach to wealth and asset management. FOBS Family Office is dedicated to securing the value created through entrepreneurial endeavors by implementing creative and sustainable wealth strategies tailored to meet the unique needs of each client.

As a member of Transactions & Cie, the advisory firm for shareholders of independent companies, FOBS Family Office integrates both wealth and corporate dimensions into its recommendations. FOBS Family Office addresses the strategic challenges and wealth-related issues faced by shareholders of independent businesses, ensuring comprehensive and effective financial solutions. We invite the manager of FOBS Family Office to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.

FOBS Family Office est un fournisseur de services financiers de premier plan, engagé à fournir une gestion de patrimoine complète et des solutions financières stratégiques. Situé au 15, Avenue d'Iéna, Paris, Ile-de-France 75116, FR, avec des bureaux supplémentaires à Lyon, Rhône-Alpes 69000, FR, et Bordeaux, Nouvelle-Aquitaine‎ 33000, FR, FOBS Family Office se spécialise dans l'accompagnement des chefs d'entreprise dans leurs stratégies patrimoniales et professionnelles. Depuis sa création en 2019, FOBS Family Office s'est concentré sur la fourniture de conseils d'experts en gestion de patrimoine, modélisation financière et gestion d'actifs.

FOBS Family Office excelle dans l'offre de conseils stratégiques, d'opérations de bilan haut de gamme, de financement d'entreprises, de structuration de la dette et de conseil en immobilier. L'expertise de la firme s'étend à des domaines de niche tels que les vignobles et les spiritueux, offrant une approche holistique de la gestion du patrimoine et des actifs. FOBS Family Office se consacre à sécuriser la valeur créée par les efforts entrepreneuriaux en mettant en œuvre des stratégies patrimoniales créatives et durables, adaptées aux besoins uniques de chaque client.

En tant que membre de Transactions & Cie, le cabinet de conseil des actionnaires d'entreprises indépendantes, FOBS Family Office intègre les dimensions patrimoniales et corporatives dans ses recommandations. FOBS Family Office aborde les défis stratégiques et les questions liées au patrimoine auxquels sont confrontés les actionnaires d'entreprises indépendantes, assurant des solutions financières complètes et efficaces. Nous invitons le directeur de FOBS Family Office à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer davantage votre présence sur le marché.

Key Personnel / Employees
Alison GUEROUX Thomas BOUCHER Margaux Rott Théo Camescasse

Compare Companies Side by Side

Compare FOBS Family Office with 3 companies in Financial-Services

4 Companies
Comparison Field
FOBS Family Office
FOBS Family Office
Main Company
Geneva FinTech & Sustainable Finance Community
Geneva FinTech & Sus...
View Profile
Founded Year
2017 2023 2016
Company Size
51-200 11-50 2-10
City
Paris, Ile-de-France Singapore, Singapore New York, New York Geneva, Geneva
Country
Singapore United States Switzerland
Skills & Keywords Comparing with main company
15 Total Skills
Wealth Management Financial Modeling Asset Management Corporate Finance Debt Structuring Real Estate Consulting Financial Services wealth management financial modeling financial engineering family office finance financial services mergers & acquisition asset management
17 Total 17 Unique
Unique Skills:
asset allocation bonds cpf equities financial advisor financial technology +11
16 Total 16 Unique
Unique Skills:
artificial intelligence custom outreach data aggregation deep learning financial advisor financial planning +10
21 Total 21 Unique
Unique Skills:
advisory banking Blockchain business model canvas compliance Design +15
4
Total Companies
2016
Oldest Founded
3
Countries
66
Unique Skills

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Alternative Company Names

This company is also known as

FOBS Family Office FOBS 家庭办公室 एफओबीएस फैमिली ऑफिस مكتب فوبس العائلي ФОБС Семейный Офис