SAGIS Family Office
Family office2 people tracked
Investment thesis
SAGIS operates as a dedicated family office structured around three areas of competence: wealth/estate planning (diagnosis, transmission, legal and tax support, mediation, and educating younger generations), investments (selecting financial holding structures, designing financial arrangements, private equity and real estate advisory), and asset management (selecting and supervising asset managers, creating dedicated funds, risk control, and consolidated reporting). It emphasizes a bespoke, family-oriented and transgenerational approach, portfolio consolidation and performance analysis, and long-term support through a dedicated family officer.
Source: firm website, verified Jul 30, 2026.
Team · 2 people
from the firm's websiteFounder and managing director of SAGIS, emphasizing accompanying clients through life's changes and generational transitions.
Marion Delalande serves as a family officer at SAGIS, emphasizing that advising a strategy is distinct from organizing and implementing it to anchor advice in reality.
Frequently asked questions
- What sectors does SAGIS Family Office focus on?
- SAGIS Family Office focuses on Sector Agnostic.
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