Top Family Offices in Bordeaux 2026

Key Facts About Bordeaux's Family Office Market

• Approximately 15 to 20 family offices operate in or near Bordeaux, making it France's leading secondary wealth hub after Paris.
• The market includes multi-family offices (SkalePark, H.Family Office), shared family offices (Eukratos), single family offices (Mirabelle, DIP), and holding structures such as Jade SAS with €67 million in capital.
• REZULT Family Office advises on over €100 million in assets under management, one of the few local firms with publicly disclosed figures.
• SkalePark launched in 2020, and H.Family Office followed in 2021, signaling rising demand for independent wealth advisory in Nouvelle-Aquitaine.
• Most offices cluster in Bordeaux's city center along Cours de Verdun, Cours de l'Intendance, and Cours de Gourgue.
• National groups have opened Bordeaux branches to serve growing regional demand, including shared office networks and private banking divisions.
• Independence from bank-affiliated products is the primary differentiator cited by nearly every local office. Several firms operate on fee-only advisory models.

Family Offices in Bordeaux: Landscape Overview

Bordeaux has emerged as France's most active secondary family office market. Local entrepreneurial wealth, wine-industry fortunes, and quality-of-life migration from Paris fuel steady demand for private wealth services. An estimated 15 to 20 firms now serve ultra-high-net-worth (UHNW) families in the city and broader Nouvelle-Aquitaine region.

The family office bordeaux market differs from Paris in both scale and character. Paris hosts large institutional multi-family offices (MFOs). Bordeaux favors smaller, independent structures built on personal relationships and proximity.

Office types range from dedicated single family offices (SFOs) like Mirabelle and Delmas Investissements et Participations to MFOs like SkalePark and H.Family Office that serve multiple wealthy families. Two new offices launched between 2020 and 2021. National firms now maintain local branches to capture regional deal flow, and families increasingly seek unbiased counsel outside traditional banking networks.

Family Office Comparison at a Glance

The table below compares Bordeaux's most prominent wealth management firms by type, disclosed AUM, capital deployment focus, and services. Only two offices publicly report financial figures.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
REZULT Family Office	Independent FO	€100M+ advised	Wealth strategy for entrepreneurs	Independent advisory, fiscal/legal/succession	Bordeaux
Jade SAS	Holding	€67M capital	Diversified sectors via subsidiaries	Holding management	Bordeaux
SkalePark	MFO	Not disclosed	Technology, new technologies	Wealth management, alternatives, succession	Bordeaux
H.Family Office	MFO	Not disclosed	Personalized solutions	Asset structuring, transmission	Bordeaux
Eukratos	Shared FO	Not disclosed	Diversified, consolidated reporting	Reporting, oversight, legal/fiscal monitoring	Bordeaux (multi-city)
Groupe Quasard	Family Office	Not disclosed	Capital investissement, oversight	Strategic consulting	Bordeaux
Groupe FIB	FO/Investment Group	Not disclosed	Asset management, wealth development	Portfolio development	Bordeaux
Invidia Family Office	Family Office	Not disclosed	Wealth management	Gestion de fortune	Bordeaux
Cheval Blanc Patrimoine	MFO	Not disclosed	Private equity, assurance-vie luxembourgeoise	Wealth management, bilan patrimonial	Bordeaux area
Champeil	FO/Wealth Management	Not disclosed	Financial supervision, private equity	Succession, audits, dedicated funds	Bordeaux area

REZULT and Jade SAS are the only firms with publicly available financial figures. Most Bordeaux offices keep managed assets confidential, reflecting the discreet character of this regional market.

Top Picks by Strategy

• Largest Disclosed AUM: REZULT Family Office, advising on over €100 million in assets with a model built for entrepreneurs and post-exit directors.
• Top Technology-Focused MFO: SkalePark, co-founded by engineers and entrepreneurs in 2020 with a clear bias toward new technology allocations.
• Strongest Oversight Platform: Eukratos, offering a shared family office model with consolidated reporting, family governance frameworks, and legal/fiscal coordination from five French offices.
• Best for Post-Exit Wealth: REZULT Family Office, purpose-built to guide directors through the transition from business ownership to diversified wealth preservation.
• Leading Capital Allocation Specialist: Groupe Quasard, with roughly 18 years of experience in capital investissement, structural oversight, and strategic consulting.
• Most Established Office: Groupe FIB, operating since 1990 as one of Bordeaux's longest-standing family wealth platforms.
• Top Private Equity Allocator: Cheval Blanc Patrimoine, combining private equity, Luxembourg life insurance, and diversified placements in a multi-family office framework.
• Newest Market Entrant: H.Family Office, launched in 2021 to specialize in structuring and transmitting private and professional assets.

Top Bordeaux Family Offices in Detail

SkalePark

Technology entrepreneurs seeking a wealth partner who shares their mindset will find SkalePark uniquely aligned. Jean-François Clédel and Yvan Cantou co-founded this MFO in 2020. Both are engineers with direct experience building and selling companies.

Their capital deployment centers on new technologies and alternative assets, a rare focus in the Bordeaux market. SkalePark pairs tech-sector expertise with succession planning and family services rather than treating technology as one allocation bucket. Founders with concentrated positions in tech ventures gain both the language fluency and portfolio construction knowledge to manage that risk.

REZULT Family Office

Over €100 million in advised assets makes REZULT one of the few Bordeaux offices with a publicly disclosed AUM figure. The office serves entrepreneurs, family shareholders, and directors who have recently sold their businesses.

Post-exit wealth transition is its defining edge. REZULT guides clients from operating a company to preserving and growing liquid wealth. Services span independent advisory, tax optimization, legal coordination, and succession planning. The firm accepts no commissions from banking or insurance networks. Over 50 families currently rely on REZULT's counsel, and engagement begins with a full patrimoine audit.

Eukratos

Families who need the depth of a dedicated SFO but lack the asset base to justify one should consider Eukratos. Its shared family office model (family office partagé) pools expertise normally reserved for very large fortunes.

The Bordeaux office at 9 Cours de Gourgue is one of five locations alongside Paris, Strasbourg, Rennes, and Brussels/Luxembourg. Core services include consolidated reporting, advisory, banking relationship coordination, and family governance. Eukratos is owned by its founders and associated families through a supervisory committee. The firm receives no compensation from external providers, a transparency standard that sets a benchmark in this market.

Invidia Family Office

Discretion defines Invidia's approach to managing private wealth. Karine Milesi and Éric Martin lead the office from 7 rue de la Benatte in central Bordeaux, focusing on gestion de fortune for private clients.

Invidia maintains a deliberately low public profile, which appeals to families who prioritize confidentiality above brand recognition. Its model centers on direct, personal client relationships rather than scaled advisory platforms. For UHNW families who want their wealth managed quietly by advisors they know personally, Invidia offers a boutique alternative to larger MFO structures.

Groupe Quasard

Capital investissement and direct investments form Groupe Quasard's core identity. The office has built roughly 18 years of deep expertise in deal-making, structural oversight, and strategic consulting.

Quasard serves families who want active involvement in capital deployment rather than passive portfolio allocation. Its advisory extends beyond deals into family decision-making frameworks, making it relevant for multigenerational families navigating both business and estate planning. Families with operating companies or significant equity holdings benefit most from Quasard's dual focus.

Groupe FIB

Three decades of Bordeaux market experience give Groupe FIB an institutional memory that newer entrants cannot match. The office has operated since 1990, covering portfolio management, asset development, and wealth preservation for families with complex holdings.

FIB positions itself as a builder of long-term value rather than a short-horizon allocator. Families seeking a proven local partner for intergenerational wealth development will find FIB's 35-year track record reassuring.

Jade SAS

Structured as a holding de participation with €67 million in capital, Jade SAS takes a distinct approach from traditional advisory offices. The firm manages diversified subsidiaries and participations spanning multiple sectors. This holding model suits families who prefer to own and operate businesses directly rather than allocate to external funds.

Jade began operations in 2014 and has grown its portfolio through strategic buyouts. For families with an entrepreneurial mindset and a preference for co-investment alongside a holding vehicle, Jade offers a tangible, asset-backed model.

H.Family Office

Bordeaux's newest dedicated MFO fills a gap between personal wealth advisory and business asset management. H.Family Office launched in 2021 from 21 Cours de Verdun, specializing in structuring, managing, and transmitting both private and professional assets.

That dual mandate (personal wealth plus business holdings) addresses a market need where most offices focus on one or the other. H.Family Office targets families in active wealth transition, whether through business sales, generational handoffs, or estate planning.

Cheval Blanc Patrimoine

Private equity and Luxembourg life insurance products anchor Cheval Blanc Patrimoine's strategy. This MFO combines alternative asset allocation with traditional wealth management tools such as bilan patrimonial reviews and diversified placements.

The office serves families who want exposure to private markets without sacrificing the tax efficiency of structured insurance products. Cheval Blanc's integration of private equity into a broader wealth framework distinguishes it from pure advisory firms in the region.

Champeil

One of the broadest service menus in the Bordeaux market belongs to Champeil, which draws on more than 35 years of experience. The office covers financial supervision, asset management, private equity allocation, dedicated SICAV funds, and full family, legal, financial, and fiscal audits.

Succession planning and long-term wealth preservation sit at the center of Champeil's model. Families with complex cross-generational structures benefit from having portfolio management and legal/fiscal auditing under one roof rather than coordinating between separate providers.

Investment Trends Shaping Bordeaux's Wealth Market

Growing Demand for Independent Advisory

Bordeaux families are shifting away from bank-affiliated wealth products. REZULT and Eukratos both market their independence as a primary selling point. Eukratos explicitly states it receives no external commissions, reflecting broader skepticism toward proprietary product distribution in the French market. This trend favors fee-only advisors over bank-owned wealth divisions.

Technology and Alternative Asset Appetite

SkalePark's 2020 launch built on a clear gap: no Bordeaux office previously focused on technology allocations. Rising interest in private equity and alternative assets has also pushed firms like Cheval Blanc Patrimoine to add Luxembourg life insurance and non-listed products. These vehicles let families diversify beyond the traditional mix of real estate and listed equities that has long defined Bordeaux portfolios.

Wine Industry and Real Estate Capital Flows

Bordeaux's identity as a global wine capital generates concentrated wealth from vineyard ownership, production, and trade. Regional real estate prices continue to attract capital from local families. Enthéos Family Office's 2022 equity stake in Ademeure (a wood-frame construction firm near Bordeaux) illustrates how local offices channel capital into regional businesses tied to property and construction.

Succession Planning Under French Tax Law

French inheritance regulations, especially droits de mutation, create complex planning needs for Bordeaux's multigenerational families. Champeil and H.Family Office have built service models around transmission and estate planning. Eukratos lists family governance as a core mission, helping families structure decision-making and intergenerational harmony under French civil law constraints.

National Firms Establishing Local Presence

Several national wealth management groups now maintain Bordeaux branches. Eukratos (headquartered in Paris) and Primonial Gestion Privée both serve local families from dedicated offices. Their expansion validates the region's growing wealth base and gives Bordeaux families access to national-scale resources without leaving the city.

How to Evaluate a Family Office in Bordeaux

Independence is the first criterion to verify in this market. Bordeaux offices have built their collective reputation on fee-only, non-bank-affiliated advisory. Ask whether the firm receives commissions from external product providers. Eukratos publishes an explicit statement of zero external compensation; use that standard as your benchmark.

Regulatory registration matters in France more than in many markets. Confirm that any office holds CIF (Conseiller en Investissements Financiers) status and appears on both the AMF (Autorité des Marchés Financiers) and ORIAS registers. Bordeaux offices without these registrations should be excluded.

Service scope varies widely among local firms. Eukratos and Champeil coordinate legal, fiscal, portfolio, and succession matters under one roof. Other offices, like Invidia, focus narrowly on gestion de fortune. Match your complexity level to the firm's service breadth. Families with cross-border holdings or active business interests need the full-service model.

Client-to-advisor ratio is a practical differentiator in a small market like Bordeaux. Independent offices here typically serve fewer families than national firm branches, which translates to more direct access. REZULT serves around 50 families; national platforms often manage hundreds of relationships per branch.

Succession capability deserves special scrutiny given French droits de mutation rules. If intergenerational wealth transfer is a priority, evaluate whether the office has dedicated expertise in donation et succession planning. H.Family Office and Eukratos both position transmission as a core service rather than an add-on, which matters for Bordeaux families navigating complex estate structures.

Which Family Office Fits Your Needs?

UHNW families managing complex, multigenerational wealth should prioritize offices with full oversight and legal coordination. Eukratos offers a shared family office model that pools high-level expertise at lower cost than a dedicated SFO. Champeil provides auditing that spans financial, legal, and fiscal dimensions, making it well suited for families with layered holding structures.

Entrepreneurs and business owners navigating a post-exit transition face a distinct set of challenges. REZULT was built for this exact profile, guiding directors from concentrated business wealth into diversified portfolios. Groupe Quasard adds value for those who want to stay active in deal-making through capital investissement rather than shifting entirely to passive allocation.

Next-generation wealth holders and tech-oriented investors will find SkalePark's approach relevant. Its founders bring direct experience in engineering and entrepreneurship, which shapes both selection and client communication. For families who want access to national-scale resources while staying local, several national firms maintain staffed Bordeaux offices with broader European reach.

Methodology

This guide to family office bordeaux options draws on regional wealth directories, market databases, and direct analysis of office websites and public profiles. Selection focused on offices headquartered in or maintaining active operations in the Bordeaux and Nouvelle-Aquitaine region.

Offices were evaluated on disclosed services, capital deployment focus, type classification, and publicly available AUM data. Many Bordeaux wealth management firms do not share financial metrics publicly, which limits quantitative comparison. Where figures were unavailable, firms were assessed on service scope, market positioning, and tenure.

All data reflects information available as of early 2026. Families considering any office listed here should conduct independent due diligence, verify regulatory registrations, and request a direct consultation before making engagement decisions.