Différence entre family office et conseiller en gestion de patrimoine | Agami Family Office

Agami Family Office


What is the difference between a family office and a wealth management advisor (PMC)? | Agami Family Office Wealth management advisors primarily sell financial solutions to their clients. The family office, for its part, is not limited to financial investments but addresses many other specific themes according to the needs of families such as wealth engineering, family governance or philanthropy. In very close relation with the family, the family office has an advisory role, a coordinator and it anticipates the problems of its clients. Lali Dugelay: Communication & Press Manager ▬ Contact us www.agami.com +33 (0) 1 76 74 74 00 [email protected] ▬ Our addresses: Paris: 154 boulevard Haussmann – 75008 Lyon:https://twitter.com/AgamiFO

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