Top Family Offices in Toulouse 2026

Key Facts About Toulouse's Family Office Market

• Between 8 and 12 family offices operate in the Toulouse and Occitanie area, serving ultra-high-net-worth (UHNW) families, entrepreneurs, and professional athletes.
• REZULT is the only Toulouse office with publicly disclosed assets under management (AUM), advising over €100 million for more than 50 families.
• Multi-family offices (MFOs) like EGD Finance and Cyrus Herez dominate the market. Pure single family office (SFO) structures remain private and rarely visible.
• Most offices require a minimum patrimony of €10 million, though some set entry thresholds at €100 million or higher.
• Aerospace wealth tied to Airbus and its supply chain is the primary driver of new family office demand in Toulouse.
• The market is expanding as local entrepreneurs seek independent wealth management alternatives to Paris-centric private banks.
• Capital flows favor real estate, private equity vehicles (FIP, FCPI), and tax-advantaged assurance-vie structures.

Toulouse's Family Office Landscape

Toulouse ranks behind Paris, Lyon, and Aix-en-Provence for family office density. Yet the city's wealth management sector is growing faster than most French secondary markets. Industry directories list only one cabinet in Toulouse, but broader analysis identifies at least 12 firms offering family office or family office-level services in the metro area and Occitanie region. This gap between directory visibility and actual market size reflects the discreet nature of wealth advisory in Southwest France.

Airbus, headquartered in nearby Blagnac, anchors a broader aerospace ecosystem. Executive compensation packages, supply chain exits, and equity events all require complex patrimony structuring. Tech startups in the Toulouse innovation corridor add a younger cohort of entrepreneurs, many of whom reach UHNW status through liquidity events. Professional athletes from the city's rugby and football clubs represent a smaller but distinct client segment served by specialists like Origami Groupe and Laplace Sport.

The office landscape blends several models. Cyrus Herez and EGD Finance operate as traditional MFOs. REZULT and AT Gestion Privée position themselves as independent firms with no bank or insurance affiliation. Financière de Rochilly and ELYOS Conseil function as CGPs (wealth advisors) delivering family office-level services. Cabinet ASE and PG Conseils bring expert-comptable capabilities, adding legal structuring and fiscal compliance. This variety gives families more choice than a single directory listing suggests, though navigating the options requires careful evaluation.

Family Office Comparison at a Glance

The table below compares the leading wealth management firms in Toulouse by type, focus, and key services. AUM data appears only where publicly disclosed.

Family Office	Type	AUM Estimate	Investment Focus	Key Services	Location
REZULT	Independent FO	€100M+ advised	Patrimony architecture, succession, oversight	Structuring, tax, risk, expert coordination	Toulouse
Cyrus Herez Toulouse	MFO	—	Private wealth, gestion de fortune	Wealth advisory, patrimony management, FO	48 rue de Metz, Toulouse
Laplace Toulouse	MFO/CGP	—	Dirigeants, athletes, expats	FO (Maison Laplace), Sport division, PE, real estate	Balma
EGD Finance	MFO	—	Wealth management, estate structuring	Patrimony review, transmission, tax vehicles	Toulouse
AT Gestion Privée	Independent FO	—	Financial markets, ESG, regional funds	FO, gestion privée, fiscal optimization	Toulouse
Origami Groupe	FO (specialist)	—	Entrepreneurs, professional athletes	Remuneration optimization, business exit, protection	Toulouse area
Financière de Rochilly	CGP with FO	—	Patrimony, transmission, tax optimization	Financial management, real estate, art, retirement	2 impasse Jean Chaubet, Toulouse
ELYOS Conseil	CGP with FO	—	Patrimony advisory, gestion privée	Fee-only advisory, wealth structuring	Toulouse area
Thémélyo	FO/CGP	—	Financial planning, multi-bancaire coordination	Succession, tax, charitable giving, expert coordination	Toulouse area
Cabinet ASE	Expert-comptable with FO	—	Financial management, transmission	Accounting, audit, legal, patrimony, FO	Toulouse (also Paris, Cannes)

Only REZULT discloses AUM publicly. The absence of figures for other offices reflects market norms in Toulouse, where discretion is prized over visibility.

Top Picks by Strategy

• Largest Disclosed AUM: REZULT, with over €100 million under advisement and 50+ families served, is the only Toulouse office to publish portfolio scale.
• Strongest MFO Platform: Cyrus Herez Toulouse draws on a national gestion de fortune network with 36 years of group experience. Jean-Paul Dollat has led the Toulouse bureau for over 20 years.
• Best for Professional Athletes: Laplace Toulouse operates Laplace Sport, a dedicated division for rugby and football professionals, combined with international offices in Abu Dhabi and Dubai for expat athletes.
• Top Pick for Business Exits: Origami Groupe focuses on remuneration optimization and business sale planning, making it the clearest fit for entrepreneurs preparing a liquidity event.
• Most Innovative Regional Player: AT Gestion Privée launched Occitanie Valeurs in 2020, the first regional listed fund. The firm holds both ISO 22222 and AMF Finance Durable certifications.
• Leading Succession Specialist: Thémélyo resolved a €7 million conflictual succession case using a multi-bancaire, multi-insurer approach that preserved family relationships.
• Interprofessional Network Leader: Patrimum Groupe builds its entire model on coordinating notaires, avocats, and experts-comptables to eliminate blind spots in patrimony planning.

Leading Wealth Management Firms in Detail

REZULT

Independence defines REZULT's value to Toulouse families. With no bank or insurance affiliation, the firm advises over €100 million in managed assets for more than 50 families. Its clients are mainly business owners, entrepreneurs, and family shareholders with complex patrimony needs.

REZULT centers its approach on "architecture patrimoniale," covering legal structuring, succession strategy, family governance, tax optimization, and risk management. The firm coordinates external experts rather than selling products. It acts as a single point of oversight. Entrepreneurs preparing for a business exit or families managing intergenerational wealth transfers will find REZULT's selective, discreet model well suited to high-stakes decisions.

Cyrus Herez Toulouse

National scale with local roots sets Cyrus Herez apart in Toulouse. The group leads in French private wealth advisory, and its Toulouse office at 48 rue de Metz has operated under Jean-Paul Dollat for over two decades. This continuity matters for families who value long-term advisory relationships.

Cyrus Herez serves business owners, liberal professions, and senior executives through a gestion de fortune model. The office integrates capital deployment with wealth preservation. Its strength lies in interprofessional partnerships with local experts-comptables, avocats, and notaires. Clients access coordinated expertise backed by national resources.

Laplace Toulouse

Professional athletes and expats define this office's client base. Formerly known as La Financière du Capitole, Laplace runs a dedicated Sport division for rugby and football professionals navigating short career windows, retirement planning, and sudden wealth events.

The firm's international presence, including offices in Abu Dhabi, Dubai, and Monaco, supports expat wealth management for French nationals abroad. Based in Balma on the eastern edge of Toulouse, Laplace also serves business leaders and protected adults through Maison Laplace, its private wealth arm. Its national network of 50+ offices provides deal flow and product access that smaller local firms cannot match.

EGD Finance

Multigenerational wealth preservation is EGD Finance's core mission. The firm provides patrimony reviews, broad allocation strategies, transmission planning, and tax vehicle structuring. Its MFO model lets families share operational costs while receiving tailored advisory.

This makes EGD Finance a practical option for those whose patrimony justifies family office services but not a standalone SFO. The firm covers the full lifecycle of estate planning, from initial patrimony assessment through retirement and inheritance distribution.

AT Gestion Privée

Regional investing innovation distinguishes this firm. Sophie Guillou founded AT Gestion Privée in 2013 and launched the Occitanie Valeurs fund in 2020, the first listed fund focused on regional companies in Occitanie.

The office holds ISO 22222 certification (the international standard for financial planning) and AMF Finance Durable accreditation for responsible allocation. Guillou also founded ELLE'S FINANCE, an association promoting women in finance. Investors seeking ESG-aligned portfolios and exposure to Occitanie's economic growth will find AT Gestion Privée's approach unique in the Toulouse market.

Origami Groupe

Remuneration optimization and career-transition planning form Origami Groupe's niche. The firm serves entrepreneurs structuring business exits and athletes with short competitive careers needing retirement solutions.

Its model emphasizes protection of family members and long-term financial stability over aggressive returns. For a business owner preparing to sell, Origami structures the exit to minimize tax exposure while securing the family's future. This focused positioning makes it the most specialized firm in Toulouse for wealth events tied to career transitions.

Financière de Rochilly

Co-location with avocats, notaires, and experts-comptables at 2 impasse Jean Chaubet gives Financière de Rochilly a built-in interprofessional advantage. Clients access legal, fiscal, and financial expertise under one roof, reducing coordination friction.

The firm offers a rare hybrid fee model. Clients choose between traditional rétrocessions or success-fee structures paired with products carrying no distribution charges. Financière de Rochilly also integrates art and cultural asset management into its advisory, serving collectors and families whose patrimony extends beyond financial instruments.

ELYOS Conseil

Fee transparency drives ELYOS Conseil's model. The firm charges flat advisory fees (honoraires) rather than earning commissions from product providers. This structure removes product bias from recommendations.

Families who have experienced conflicted advice at bank-affiliated firms will appreciate the clarity. ELYOS provides global patrimony advisory spanning family law, corporate structuring, and fiscal strategy. Its independence and fee structure position it as a benchmark for families evaluating whether their current advisor's incentives align with their own interests.

Thémélyo

Complex succession cases prove Thémélyo's capabilities. The firm managed a €7 million conflictual succession, coordinating multiple banks and insurers to reach resolution. Its multi-bancaire, multi-assureur approach avoids ties to a single financial partner. This allows objective comparison of products and strategies.

Thémélyo also covers charitable giving and coordination of external professionals, serving as the central node in a family's advisory network. Families facing inheritance disputes or multi-jurisdictional succession planning challenges will find this experience directly relevant.

Cabinet ASE

An expert-comptable foundation gives Cabinet ASE capabilities that pure wealth advisors lack. The firm handles accounting, payroll, legal evaluations, and audits alongside its patrimony services.

This hybrid model suits families with operating businesses that require both corporate and personal wealth management. Cabinet ASE operates in Toulouse, Paris, and Cannes, providing geographic reach for families with assets in multiple French cities. PG Conseils, another expert-comptable firm in Toulouse, offers similar SFO advisory for families structuring corporate groups and intragroup financing.

Allocation Trends Shaping the Toulouse Market

Real Estate and SCPI Vehicles

Toulouse wealth managers channel significant capital into direct property and SCPI (real estate investment trust) vehicles. Occitanie's population growth, driven by aerospace hiring and university expansion, supports rental demand and property values. EGD Finance and Financière de Rochilly include real estate as a core allocation alongside traditional financial instruments. Direct investments in local commercial and residential property remain popular among families seeking tangible, inflation-resistant assets.

Private Equity and Regional Funds

Tax-advantaged vehicles such as FIP, FCPI, and FCPR remain popular among Toulouse families seeking both returns and fiscal relief. AT Gestion Privée's Occitanie Valeurs fund, launched in 2020, channels capital into regional listed companies. This regional fund model is distinct from the national PE vehicles offered by Paris-based managers. Co-investment opportunities through local networks also let families participate directly in Occitanie-based deals alongside institutional partners.

ESG and Responsible Capital Deployment

Sustainable investing is gaining ground in Toulouse. AT Gestion Privée holds AMF Finance Durable certification, and Origami Groupe emphasizes values-aligned strategies. The shift reflects both regulatory pressure from evolving French finance laws and client demand, especially among next-generation family members inheriting wealth.

Aerospace Wealth and Entrepreneur Exits

Airbus executive compensation, stock vesting events, and supply chain company sales create periodic liquidity events that require rapid patrimony structuring. REZULT and Origami Groupe handle the transition from concentrated business wealth to diversified family portfolios. Tech startup exits in the Toulouse innovation corridor add a second wave of entrepreneur clients seeking structured wealth preservation.

Fiscal Optimization Through Assurance-Vie

French assurance-vie remains the central tax-advantaged vehicle for wealth preservation and transmission. Changes in the loi de finances and the ATAD 1 directive have narrowed some planning options. Toulouse offices now develop more creative structuring in response. SCI (société civile immobilière) vehicles and Dutreil pact arrangements for business transmission complement assurance-vie in most office strategies.

How to Evaluate a Wealth Advisor in This Market

Independence should be the first filter. In Toulouse, several offices market family office services but maintain links to banking or insurance groups. REZULT and AT Gestion Privée position themselves as independent, with no product mandates. Ask whether the firm earns rétrocessions from product partners or charges honoraires only, as ELYOS Conseil does. For aerospace families with Airbus stock compensation, independence matters even more: a bank-affiliated advisor may steer clients toward in-house products rather than optimal structuring.

Regulatory status is non-negotiable. Any Toulouse firm providing capital allocation advice must hold CIF (Conseiller en Investissement Financier) registration through ORIAS and supervision by the AMF (Autorité des Marchés Financiers). Firms that limit their role to coordination and planning without recommending specific allocations may operate without CIF status. Families should verify this distinction carefully.

The interprofessional network quality separates strong Toulouse offices from weaker ones. Patrimum Groupe and Financière de Rochilly have built coordinated relationships with notaires, avocats, and experts-comptables. An office without this network forces families to manage their own expert coordination, creating blind spots in legal or fiscal planning. In a market where aerospace exits and tech liquidity events require fast, multi-disciplinary responses, this coordination capability is essential.

Toulouse-specific expertise matters for aerospace families. Not every wealth advisor understands Airbus stock compensation plans, supply chain company valuations, or the tax implications of expatriate assignments. REZULT and Cabinet ASE have handled these cases directly. Client minimums also vary sharply: most offices start at €10 million, but some require €100 million or more. Clarify thresholds before the first meeting.

Which Family Office Fits Your Needs?

UHNW families managing €50 million or more in total patrimony should evaluate Cyrus Herez and REZULT first. Both offer full wealth structuring, but Cyrus Herez brings national scale while REZULT delivers boutique independence. Aerospace executives and Airbus-connected professionals benefit from offices that understand corporate compensation structures. REZULT and Cabinet ASE have the relevant fiscal and legal toolkit.

Business owners planning a sale will find Origami Groupe's exit-planning focus immediately practical. Professional athletes in rugby or football should look to Laplace Toulouse and its dedicated Sport division. Next-generation wealth holders navigating inheritance or family oversight disputes can turn to Thémélyo, which has resolved complex succession conflicts. EGD Finance handles broader transmission planning for families at earlier stages.

Families who prioritize ESG alignment should explore AT Gestion Privée's certified sustainable approach. Those who want full fee transparency, free from commission-driven product selection, will find ELYOS Conseil's honoraires model the clearest option. In a city with fewer than a dozen private wealth offices, each firm's positioning is distinct enough that matching your priorities to the right provider is achievable with targeted due diligence.

Methodology

This guide to family office Toulouse options draws on public data from office websites, industry directories, and regulatory filings. Offices were evaluated on independence from banking groups, regulatory compliance (CIF, ORIAS, AMF), service breadth, client focus, and verifiable track record. AUM figures reflect only publicly disclosed data. Many Toulouse offices do not publish portfolio size, which is standard practice in the French market. Information was verified as of early 2026. Families considering any office listed here should confirm current services, fee structures, and client minimums directly with the firm before engaging.