Vellum Finance & Patrimoine, an independent multi-family office, brings together experts whose excellence, discretion, and intellectual rigor make them sought-after references in the most demanding circles. The firm was built on a strong conviction: only perfectly orchestrated interprofessional collaboration can offer each family truly tailored support.
Since its inception, Vellum Finance & Patrimoine has built a rare multidisciplinary network, comprised of leading lawyers, renowned tax specialists, specialized notaries, and financial partners with proven expertise. This professional circle, selected with the utmost rigor, operates in complete synergy to anticipate, structure, and secure even the most complex wealth management challenges.
This architecture of expertise, built on trust, precision and confidentiality, allows the firm to offer its clients a level of support usually reserved for the most informed and sophisticated families.
Damien Soitout, founding partner of Vellum Finance & Patrimoine, is a certified financial professional in the United States (SEC) and Great Britain (FCA), and through his actions in the financial world he was appointed a Lordship by the Government of Scotland for his actions in the financial industry which have positively impacted noble causes such as the environment and children.
A new standard in wealth management
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At Vellum Finance & Patrimoine, we believe that sophisticated wealth management strategies shouldn’t be reserved for the ultra-wealthy. Based in Toulouse and serving clients throughout the Western world, we adapt the advanced financial tools used by the wealthiest 0.1% to make them accessible to middle- and upper-class families.
Every solution we design is legally sound, internationally recognized, and engineered to preserve your wealth for future generations.
Beyond traditional wealth management.
Unlike thousands of traditional wealth management companies in France and Europe, which rely heavily on real estate transactions and standard low-yield products, we offer a modern and efficient framework for wealth management.
We focus on:
- Tax-efficient and compliant strategies that prioritize your family’s interests.
- Global diversification to enhance resilience and profitability.
- Estate planning for a seamless transfer of wealth across generations.
- Discreet structures designed to maintain confidentiality and performance.
Our goal is simple: to allow you to control your assets, not the system.
Local presence, international strength.
Based in Toulouse, we support our clients throughout France and the Western world. Our team combines in-depth knowledge of local regulations with international experience, ensuring the robustness and relevance of each solution to your specific context.
Whether you wish to protect your family’s assets, explore international opportunities or restructure your finances for greater efficiency, we provide the expertise and tools necessary to support you with complete confidence.
Discretion, Stability, Prosperity.
Your financial journey deserves clarity and confidence. At Vellum Finance & Patrimoine, we operate with the utmost confidentiality and professionalism. We are committed to helping you:
- Protect and grow your wealth;
- Reduce inefficiencies in your financial structures;
- Securely pass on your wealth to future generations;
- Gain peace of mind: your family’s interests are our priority.
The GuaranteeVellum Finance & Patrimoine
Vellum Finance & Patrimoine has made the deliberate choice to operate as an independent Multi Family Office, reflecting its commitment to integrity and its unwavering focus on the exclusive interests of its clients. Like the leading consulting firms, our model is based solely on fees clearly defined in an engagement letter, established according to the nature of the advice provided and the customized support implemented. Each fee amount is subject to complete transparency and is detailed in the client onboarding documents, provided after an initial consultation, which is always free of charge.
This independent positioning guarantees our clients optimized and fully controlled fees, a major difference compared to non-independent firms whose revenue relies almost exclusively on commissions. True to its ethical principles, Vellum Finance & Patrimoine returns 100% of any commissions it may receive in connection with its brokerage or financial investment advisory activities to its clients. This complete disclosure, rare in the profession, ensures perfect transparency regarding the firm’s fees and reinforces the trust that underpins our relationship.
With its rigorous organization, the firm relies on specialized resources and demanding internal procedures, designed to guarantee impeccable performance in all its regulated activities.
This operational discipline, combined with uncompromising ethics, is one of Vellum’s hallmarks.
Regarding compliance and personal data protection, the firm also has a Data Protection Officer (DPO). The DPO ensures strict adherence to legal and regulatory obligations, maintains ongoing cooperation with the relevant authorities, including the CNIL (French Data Protection Authority), and guarantees our clients a level of protection that meets the highest standards.
Finally, our fee schedule, included in the official client onboarding documents, varies according to the technical complexity of the advice and the specific assignment. All entities within the Vellum group benefit from the statutes, approvals and authorizations required to fully carry out their regulated activities, thus ensuring a consistent, controlled quality of intervention that meets the expectations of the most demanding families.