Xelis Family Office
Family officeParis · 9 people tracked
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Investment thesis
Xelis Family Office provides comprehensive wealth management for private and professional assets, structured around wealth engineering, investor advisory (helping clients build asset allocations suited to their profile), and day-to-day administrative support. It relies on internal expertise plus a worldwide network of specialists, and offers proprietary, secure tools for consolidated financial, budgetary, legal and tax reporting, cash management and self-hosted cloud document storage with servers and backups located in France. The firm has been recognized for its work in wealth management and highlights private debt and investment in innovative companies among its activities.
Source: firm website, verified Sep 27, 2026.
Team · 9 people
from the firm's websiteFrequently asked questions
- What sectors does Xelis Family Office focus on?
- Xelis Family Office focuses on Sector Agnostic.
- Where is Xelis Family Office located?
- Xelis Family Office is headquartered in Paris, FR.
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