The Work Index by Flexa

AGAMI Family Office

Agami Family Office is a leading multi-family office in France that provides comprehensive wealth management services to entrepreneurs and families.

https://agami.com/
4.5

/10

Transparency ranking

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Description

AGAMI Family Office is a multi-family office established in 2006 by François Simon and Laurent de Swarte. They are considered leaders in France for their comprehensive and personalized approach to wealth management, catering to both entrepreneurs and families. Their services include: patrimonial engineering, investment consulting, family governance, private equity, real estate, private secretarial services, and philanthropy. Their core mission is to guide clients in structuring, managing, and developing their private and professional wealth, with a long-term perspective and a focus on navigating complex legal and financial landscapes.

AGAMI differentiates itself by offering a highly personalized service through a team of 20+ professionals with diverse backgrounds and expertise. They prioritize objectivity and independence by not being tied to any financial institutions, allowing them to provide impartial advice. They also have a strong intergenerational vision, recognizing the importance of wealth planning for future generations. AGAMI has a strong track record, having been recognized as a top multi-family office in France for the past eight years, and they are committed to sustainability, earning B Corp certification in 2023.

Flexibility

Office based

Mission

Agami Family Office is a French multi-family office specializing in providing comprehensive financial and advisory services to entrepreneurs and families. Their mission is to guide their clients in structuring, managing, and developing their private and professional assets, offering expertise in areas such as wealth engineering, investment consulting, family governance, private equity, real estate, and private secretarial services. They strive to provide a long-term vision for their clients' wealth, emphasizing independence, objectivity, and a dynamic approach that considers all aspects of their assets.

Disruptor

Culture

AGAMI Family Office fosters a culture of excellence, collaboration, and long-term commitment. They emphasize a dynamic and comprehensive approach to wealth management, valuing a team of diverse experts who work closely together to understand clients' needs and goals. The company prioritizes client satisfaction and seeks to build lasting relationships based on trust and transparency, promoting a proactive and collaborative working environment.

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