Diligentia | Patrimoine • Family Office
Lille-based fee-only multi-family office and wealth adviser (CIF) of the Diligentia group, serving families, companies and foundations from Lille and Paris.
Identity
- HEADQUARTERS
- Lille, France
- OFFICES
- Lille · Paris
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- SECTORS
- Real Estate & PropTech
- GEOGRAPHY
- France
- STRATEGIES
- Real estateImpact
Overview
Diligentia Patrimoine is the wealth and family office arm of the Diligentia group, which says it has advised clients from the north of France for 40 years. Its multi-family office helps families structure, monitor, grow and pass on their wealth, selects investment solutions, audits management mandates and consolidates assets, and is paid by fees only. It also advises companies, institutions and foundations on allocation, and offers residential and commercial real estate including club deals; its allocation can include impact investing. It is registered as a financial investment adviser (ORIAS 16 001 361) and is an ANACOFI member.
Investment thesis
Fee-only family office acting solely in the interest of the families it serves; allocation may take into account the social, environmental and societal impact of investments.
Frequently asked questions
Diligentia | Patrimoine • Family Office is a multi family office based in Lille, France.
Diligentia | Patrimoine • Family Office does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes real estate and impact.
Diligentia | Patrimoine • Family Office invests in Real Estate & PropTech.
Yes. Diligentia | Patrimoine • Family Office manages capital from outside investors.