Wealth Management · Expertise
Bringing together, in a single view, all of a family's assets spread across several banks, countries and structures, so that every decision is an informed one.
In brief
Wealth consolidation aggregates the statements from every bank, life insurance contract, holding company and property a family owns into a single dashboard. The resulting report measures true performance, fees paid, and exposure by asset class, currency and institution, along with upcoming tax and legal deadlines. Chevrons prepares this report on a regular basis and walks the family through it.
What our reporting covers
Financial assets, real estate, companies and debt, held directly or through structures, in France, the United States and elsewhere.
Returns net of fees, compared with relevant benchmarks, by institution, by manager and for the portfolio as a whole.
Total management, custody, transaction and fund costs, in dollars or euros and as a percentage.
Exposure by asset class, currency, issuer and custodian; deviations from the target allocation.
Tax filings in France and the US, French wealth tax (IFI), loan repayments, mandate renewals and decisions to make.
How assets are divided among family members, useful for planning gifts and the transfer of wealth.
Frequently asked questions
Each bank sees only what it holds. Only a consolidated view reveals overlaps, concentrations in a single issuer or currency, the true level of risk and total fees paid, and lets the family manage everything against a single allocation.
Yes. Real estate held directly or through a French property company (SCI), holding companies and private stakes are included at their estimated value, with the related debt, to show each asset's true share of net worth.
Depending on the family's needs, most often quarterly, with an in-depth annual review of strategy, fees and taxes. An update can be provided at any time if something significant happens.
Confidentiality is at the heart of a family office's work. Information received from institutions is used solely for the family's reporting, in compliance with professional secrecy and the EU General Data Protection Regulation (GDPR).
Contact
A first confidential conversation lets us map out your banks and structures, in Paris or by video call.
contact@chevronsfamilyoffice.comChevrons Family Office
97 Bd Malesherbes – 75008 Paris
