Modernized management in the 21st century
As an independent multi-family office, Vellum Finance & Patrimoine has developed a comprehensive expertise for the prosperity, anonymity and future of its clients.
Vellum Finance & Patrimoine is an independent multi-family office that supports families, entrepreneurs, executives, professionals and public figures in structuring and managing their wealth, both in France and internationally.
Compensated exclusively through fees, our model guarantees complete transparency and a rigorous defense of our clients’ interests at every stage of their lives, free from conflicts of interest.
Committed to a socially responsible approach, we give more meaning to our work every day.
Our Firm
Vellum in Numbers
17
Years on the Market
5000+
Satisfied Clients
249
International Experts
7.5B+
Net Earnings Generated
Our offer is uniquely tailored to each client’s profile, so we here is a non-exhaustive list of key services.
Fiscal Shield
Sponsorship
Estate & Tax Planning
Wealth Management
Financing
Strategy & Structure
A 3-step integration, to simplify the lives of our customers.
01
Comprehensive Wealth Assessment
With your dedicated advisor, take stock of your finances and assets using our secure, encrypted tools, giving you a panoramic view of your actual situation and the opportunities available to your profile.
02
Strategy and Structure Creation
With the support of your advisor and our algorithmic system developed by Vellum, several options are available to you, giving you the freedom to choose the one that best suits your needs. Each client receives a unique, tailor-made solution.
03
Implementation and Growth
Once the strategy is chosen, Vellum coordinates its implementation, and will provide you with the tools for monitoring, communication and growth through a dedicated client area, bringing transparency and discretion thanks to our own encrypted technologies.
