Kermony Office
Paris multi-family office founded in 2009 by Anna Gozlan and Michael Sfez; wealth, tax and investment advice for families and business owners, incl. listed and unlisted assets.
USEFUL FOR Fund managers raising capital
Identity
- HEADQUARTERS
- Paris, France
- FOUNDED
- 2009
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- ROUTES
- Funds (as LP)
- STRATEGIES
- Public equitiesFunds (as LP)Real estate
Overview
Kermony Office describes itself as a multi-family office that has advised families and business owners since 2009 on preserving personal and business wealth across generations. KERMONY OFFICE is a SARL registered in Paris (RCS 512 114 737) and listed with ORIAS as a financial investment adviser (CIF) and insurance broker. Its services cover estate and tax planning, financial and real-estate investment advice, support for business owners and international matters; for unlisted assets it selects outside managers and can draw on Kermony Capital.
Investment thesis
Advises on asset allocation using its own Preservation / Growth / Return / Liquidity (PCRL) analysis before any product choice; manages listed portfolios against a client-defined objective rather than a market index, and selects specialist managers for private equity, private debt and infrastructure.
People
Frequently asked questions
Kermony Office is a multi family office based in Paris, France, founded in 2009.
Kermony Office invests in third-party funds as an LP. Its stated asset mix includes public equities, funds (as lp) and real estate.
Key people at Kermony Office include Anna Gozlan (Founding Partner), Michael Sfez (Founding Partner) and Audrey Coullomb (Family Officer).
Yes. Kermony Office manages capital from outside investors.