Xelis Family Office
Family officeParis · 1 people tracked
Investment thesis
Xelis Family Office provides comprehensive wealth management and estate/patrimonial engineering for individuals and families, along with investor advisory services. It combines an internal team of experts with a global network of specialists including lawyers, notaries, private banks, portfolio managers, and art brokers. The firm offers proprietary, secure tools for consolidated financial reporting, budget reporting, legal and civil reporting, tax monitoring, and cash-flow management and forecasting, hosted on a self-hosted secure cloud with data confidentiality and backups in France. Recent communications reference private debt investing and investment in innovative companies.
Source: firm website, verified Aug 3, 2026.
Team · 1 people
from the firm's website
Véronique Aubin represents the firm's vision of the family office profession and has been recognized among influential figures in French wealth management, including Décideurs' list of pioneers and the '100 who shape wealth management'.
Frequently 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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