Fundraising FoxÉpitome Finance
Family officeSaint-Sébastien-sur-Loire · 2 people tracked
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Investment thesis
Épitome positions itself as a reinvented multi-family office offering an alternative to traditional MFOs, with a client-centric approach built on service, support, and bespoke solutions. The firm aims to secure and grow client wealth by maintaining a holistic view through constant coordination with clients' partners and advisors. It acts across investment advisory and financial management, insurance and banking intermediation, general and private secretariat, legal counsel, and real estate transaction intermediation. The firm emphasizes independence, freedom of advice, proximity, and strong ongoing client relationships, providing monthly consolidated wealth reporting and a single secure web portal for all patrimonial data.
Source: firm website, verified Nov 1, 2026.
Team · 2 people
from the firm's website
Co-founder of Épitome in 2019, with prior experience in large international groups, private banks, or independent wealth management firms.
Co-founder of Épitome in 2019, with prior experience in large international groups, private banks, or independent wealth management firms.
Frequently asked questions
- What sectors does Épitome Finance focus on?
- Épitome Finance focuses on Sector Agnostic.
- Where is Épitome Finance located?
- Épitome Finance is headquartered in Saint-Sébastien-sur-Loire, FR.
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