Strat & Fi
Paris family office and wealth adviser (CIF, insurance and banking broker) for entrepreneurs and wealthy families; runs client real estate and hotel co-investment programmes.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Paris, France
- FOUNDED
- 2001
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- SECTORS
- Real Estate & PropTech
- GEOGRAPHY
- France
- ROUTES
- Companies (own capital)
- STRATEGIES
- Real estate
Overview
Strat & Fi is a Paris SARL (RCS Paris 433 325 420) registered with ORIAS as a financial investment adviser and insurance and banking broker. Its founder created an adviser platform in 1998 that became Stratefi in 2001; it later structured itself as a multi family office for entrepreneurs and wealthy clients. Services cover wealth structuring, asset allocation through open architecture, private equity fund selection and financing. Its real estate arm launched the GlobalStone funds from 2008 and the GlobalHost hotel branch in 2020, co-investing alongside clients in Paris properties.
People
Frequently asked questions
Strat & Fi is a multi family office based in Paris, France, founded in 2001.
Strat & Fi invests its own capital into companies. Its stated asset mix includes real estate.
Strat & Fi invests in Real Estate & PropTech.
Key people at Strat & Fi include Alexandre Jaubert (Managing Partner (Associé Gérant); founder), Guillaume Lange (Managing Partner (Associé Gérant)), Caroline Tauveron-Rey (Partner-Director, head of the family office unit) and Charlotte Donahue (Partner-Director, client development).
Yes. Strat & Fi manages capital from outside investors.