About Family Finance First

Family Finance First was established in 2010 by two experienced portfolio managers who shared a clear ambition: to bring private clients the highest standard of asset management and wealth optimisation services, free from the constraints of large financial institutions. From the outset, the firm was built on the conviction that genuine wealth management requires deep personal engagement, not just financial expertise. The founders recognised that private clients were underserved by banking networks where commercial interests routinely overshadowed client needs. Family Finance First was structured from day one to eliminate those conflicts. Approved by the Autorité des Marchés Financiers under reference GP 10000022, the firm operates under strict regulatory oversight, giving clients the assurance that their assets are managed to the highest professional standards. Our team is deliberately kept at a human scale — large enough to offer a full range of competencies, small enough to ensure that every client relationship is personal and attentive. We believe that stability within our team is a direct benefit to our clients: familiar faces, consistent approaches, and advisors who genuinely understand each client's history and goals. Our investment philosophy centres on controlled value appreciation — meaning we seek to grow assets steadily and sustainably, with robust risk management applied in all market environments. Wealth engineering is integral to our offer, encompassing fiscal structuring, succession considerations, and long-term capital strategies. Confidentiality, transparency, and trust are not abstract values for us — they define the daily reality of how we work with every client.