Resfamiliaris LLP is an independent multi-family office and wealth management advisory boutique, established in 2008 and based in London, specializing in providing comprehensive, conflict-free guidance for high-net-worth families. Founded by Jérôme Lazare and Philippe Rouault, the firm distinguishes itself through its complete independence from financial product providers, ensuring all advice is tailored exclusively to client interests.
The firm’s partners bring decades of international expertise from leading investment banks and financial hubs, offering a personalized service that includes in-depth analysis, customized reporting, and ongoing portfolio oversight. Resfamiliaris serves affluent families seeking sophisticated, holistic wealth management solutions, with a focus on aligning investment strategies with long-term family goals and minimizing external conflicts through a fee-only compensation structure.
Services Offered
- Tailored investment advice and investment strategy optimization
- Customized, consolidated wealth reporting
- Portfolio auditing
- Financial asset allocation with risk/return optimization and volatility minimization
- Selection of top-tier global funds and asset managers
- In-depth evaluation of financial products from banks, insurers, and management companies
- Execution oversight for client orders placed with banks and insurance companies
- Structuring and negotiation of financing arrangements
- Active renegotiation of fees and commissions with financial intermediaries
- Collaboration with legal and tax advisors for comprehensive support
- Expert advice on cross-Channel (UK-France) financial issues
- Personalized client analysis through multiple interviews
- Regular adjustment of asset allocations based on market conditions or client circumstances
- Availability for consultations via telephone appointments, including mornings, evenings, and weekends
- Customized client reporting with streamlined dashboards and key metrics
- Coordination with tax and legal advisors to enhance financial management efficiency
Resfamiliaris operates primarily from London and maintains a sister company, Finandir, in Paris, offering support for international and cross-border wealth management needs. The team is fluent in English and French, catering to a global clientele with complex, multi-jurisdictional financial portfolios.
