To meet the specific needs of business executives and high-net-worth families, the independent wealth management firm Olifan Group is taking a new strategic step. The firm announces the launch of a new division, operating under the name Olifan Grand Patrimoine, designed to operate according to the exacting standards of a multi-family office.
An approach focused on strategy and comprehensive coordination
The goal of this new department is to support clients facing high-stakes structuring challenges, whether it involves the sale of a company, intergenerational succession, or the overhaul of family governance.
The uniqueness of this approach lies in its positioning: intervention occurs prior to any investment decision. Olifan Grand Patrimoine positions itself as the orchestrator of its clients’ wealth, responsible for coordinating all the experts involved with the family (lawyers, accountants, notaries, or bankers). This oversight is conducted in strict adherence to an open architecture, ensuring total independence without any pressure to sell internal financial products. The ambition, championed by the group’s leadership, is to offer a genuine long-term strategic vision to safeguard wealth management decisions across multiple generations.
Management entrusted to a trio of leading experts
To ensure the excellence of this new division, Olifan Group relies on the strength of its 160 employees and has entrusted the management of Olifan Grand Patrimoine to Élodie Humbert. As a founding partner, she will leverage her recognized expertise in complex wealth engineering and divestiture strategies.
She is supported in this mission by two senior partners with a strong regional network:
- Philippe de Saint Seine: Based in the Bordeaux region and part of the merger with Traditia, he is dedicated to supporting prominent families in the Gironde. His scope of work covers family succession planning, the implementation of Dutreil agreements, and the deployment of international strategies.
- Thomas Masset: Operating from Paris, the founder of ATM Patrimoine (a firm that joined the group in late 2025) advises business leaders in the Île-de-France region on wealth restructuring, the creation of holding companies, the integration of private equity, and the optimization of capital reuse following a divestiture.
Proven expertise in the field
The expertise of this new firm was recently demonstrated in the Bordeaux wine region during the sale of a prestigious vineyard. The Olifan teams were brought in to conduct a comprehensive wealth audit and structure the capital reinvestment strategy, in close collaboration with Financière Tourny.
With the launch of Olifan Grand Patrimoine, Olifan Group is consolidating its position as a key player in independent wealth management in France, backed by a network of 15 offices, 4,800 family groups served, and €2.5 billion in assets under management.
