Fundraising FoxCoeptis Patrimoine
Family officeBordeaux
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Investment thesis
Coeptis Patrimoine operates as an independent, fee-only family office acting as a trusted third party protecting family interests. Rather than producing legal or fiscal work itself, it coordinates and supervises the client's ecosystem of advisors (notaries, lawyers, accountants, private bankers, asset managers, insurers). Services include 360-degree wealth consolidation, family governance structuring, intergenerational transmission planning, advisor selection and supervision, and predictive economic/legal analysis. It emphasizes strict independence from product distribution networks to avoid conflicts of interest. The firm also supports sustainable/impact approaches, including forestry and agricultural land holdings, endowment funds, foundations and philanthropic strategies aligned with family values.
Source: firm website, verified Aug 3, 2026.
Frequently asked questions
- What sectors does Coeptis Patrimoine focus on?
- Coeptis Patrimoine focuses on Impact & Social Good, Sector Agnostic.
- Where is Coeptis Patrimoine located?
- Coeptis Patrimoine is headquartered in Bordeaux, FR.
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