Lodge Family
Family officeLarmor-Plage · 1 people tracked
Investment thesis
Lodge Family positions itself as an intermediary that brings clarity and coordination to complex wealth and family governance matters. Beyond technical advice, it emphasizes execution, listening, and stakeholder coordination to advance patrimonial projects. Services span investment supervision, taxation, succession, philanthropy, family governance, and financial education for younger family members. Engagements take the form of tailored, time-bound missions lasting three to fourteen months, designed to overcome a hurdle, complete a project, or resolve a complex situation. The founder also stresses knowledge transfer and pedagogy, adapting to each family's needs while leaving decision-making power with clients.
Source: firm website, verified Aug 3, 2026.
Team · 1 people
from the firm's websiteFounder of Lodge Family and a former notary with fifteen years advising families; she structures and coordinates high-stakes wealth, entrepreneurial, and real estate projects for clients in France and Switzerland.
Frequently asked questions
- What sectors does Lodge Family focus on?
- Lodge Family focuses on PropTech, Sector Agnostic.
- Where is Lodge Family located?
- Lodge Family is headquartered in Larmor-Plage, FR.
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