Incubators & VCs Value proposition
[Automatic translation follows] The Family Office is reinventing itself!
Keepers is an entrepreneurial adventure initiated in 2018 by three very complementary enthusiasts.
At the crossroads between wealth management expertise and start-up creativity, Keepers is reinventing the family office.
In their region of origin, a breeding ground for entrepreneurship, the founding partners shared a clear-sighted observation of the unmet expectations of wealthy families. Holding assets is often a source of constraints, in the absence of a global vision and coordination of interlocutors.
With conviction and authenticity, Keepers is committed to serving assets and passing them on to future generations. Keepers supports families in search of meaning in their wealth projects, by valuing the impact through philanthropic projects, but also through economic, financial, and tangible investments.
Thanks to its remuneration model entirely based on advisory fees, Keepers provides objective advice to its families, without compromise. This bold positioning is a guarantee of perfect alignment with the interests of families.
Keepers oversees more than two billion euros of assets.
These heritage assets are entrusted to partners who are responsible for their management.
Keepers, guardian of heritage, advises families based on a method built around 16 key steps covering financial and human issues:
• Investor profiling
• Legal and tax structuring
• Strategic allocation
• Tactical allocation
• Consolidation and reporting
• Negotiation and control of fees
• Search for financial opportunities
• Governance of family heritage
• Training and involvement of children
• Heritage secretariat
• Heritage committees
• Investor networking
• Philanthropy
• Protection of property and people
• Wealth planningOriginal language
Le Family Office se réinvente !
Keepers est une aventure entrepreneuriale initiée en 2018 par trois passionnés très complémentaires.
À la croisée des chemins entre l’expertise de la gestion de fortune et la créativité des start-ups, Keepers réinvente le family-office.
Dans leur région d’origine, terreau entrepreneurial, les associés fondateurs ont partagé un constat lucide sur les attentes non satisfaites des familles fortunées. La détention d’un patrimoine est souvent source de contraintes, en l’absence de vision globale et de coordination des interlocuteurs.
Avec conviction et authenticité, Keepers s’engage au service du patrimoine et de sa transmission aux générations futures. Keepers accompagne les familles en quête de sens dans leurs projets patrimoniaux, en valorisant l’impact au travers de projets philanthropiques, mais aussi au travers d’investissements économiques, financiers, et tangibles.
Grâce à son modèle de rémunération intégralement fondé sur des honoraires de conseil, Keepers assure un conseil objectif à ses familles, sans compromis. Ce positionnement audacieux est gage d’un alignement parfait sur les intérêts des familles.
Keepers supervise plus de deux milliard d’euros d’actifs.
Ces actifs patrimoniaux sont confiés à des partenaires responsabilisés sur leurs gestions.
Keepers, gardien du patrimoine, conseille les familles à partir d’une méthode construite autour de 16 étapes clés couvrant ainsi les enjeux financiers et humains :
• Profiling investisseurs
• Structuration juridique et fiscale
• Allocation stratégique
• Allocation tactique
• Consolidation et reporting
• Négociation et contrôle des frais
• Recherche d’opportunités financières
• Gouvernance du patrimoine familial
• Formation et implication des enfants
• Secrétariat du patrimoine
• Comex patrimoniaux
• Networking investisseurs
• Philanthropie
• Protection des biens et des personnes
• Prévoyance patrimoniale
Keepers – Family Office
https://www.keepersfamily.com/
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