The management of large family fortunes is becoming increasingly complex. Alongside the equity and bond markets, new asset classes such as private equity, private debt and digital assets are broadening the range of investment possibilities.
It is in this context that Kermony Office, an independent multifamily office co-founded by Michaël Sfez, assists a deliberately limited number of families in the structuring and overall management of their wealth.
The firm acts as a veritable orchestra conductor, coordinating legal, financial and investment aspects, while accompanying families on governance issues sometimes spanning several generations.
Faced with a broadening range of available strategies and increasingly complex portfolios, investment discipline and technological tools have become essential to managing wealth over the long term.
In this new environment, exchanges between investors, family offices and solution providers also play a key role in better understanding market trends and identifying new opportunities.
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