Family office services

QUARTZ FINANCE offers a range of private office services, specifically adapted to our clients’ backgrounds and needs.

What you need

You are an entrepreneur or senior manager, juggling a demanding professional life

We can help you stay focused on developing your company and freeing up more personal time by helping you in open line mode on the structuration of your investment projects and on all the patrimonial issues you might face – as well as lifting the day-to-day burden of hands-on management.

You are an international client, investing in France

It is essential that you have professional advisers you can rely on to guide you through a regulatory environment you might not understand, and business practices that might be unfamiliar to you. Our multi-lingual specialist advisers are locally qualified and trained to explain the intricacies of domestic and international legislation to investors encountering this for the first time, to advice you on how best to structure your investment, and to support you in managing administrative, legal, fiscal and social compliance issues relating to your investments in France.

You have an important and complex wealth, perhaps arising from a long family history

You can be confident in delegating multiple (sometimes highly technical) tasks to our specialist teams, simplifying your day-to-day life and relieving you of much of the administrative burden.

What we can do for you, your family, or your business

  • We can help manage your interests and investment / family companies in France, supervising all accounting and compliance, legal or taxation issues, and managing your social security obligations.
  • We can represent or support you in all dealings with French tax and social security authorities, including in preparing returns, managing your tax planning, addressing any requests for information, and assisting in any tax inspections.
  • We can, if required, supervise and coordinate the work of other advisers and service providers
  • We can help you monitore your cash flow
  • We can collate and store all of your legal, tax, banking and other documents in one single, accessible and secure location
  • We can undertake the full management of your private office, or provide specific private office services, as required