Epitome Finance
Multi-family office in France providing consolidated wealth reporting, investment advice and coordinated services for wealthy families
Highlights
- New on EvolcAdded 2026-11-11
About Epitome Finance
Épitome Finance is a multi-family office based in Saint-Sébastien-sur-Loire near Nantes, France. It provides consolidated monthly reporting of a family's full wealth, investment advisory and financial management, and coordinates with each client's other partners and advisers.
Its services also include insurance brokerage, banking operations brokerage, general secretariat and private secretariat, legal advisory and real estate transaction brokerage. The company is registered as an investment adviser under AMF supervision, an insurance broker, and a broker of banking and payment services under ACPR oversight. Its clients are families; the website states that it supports 15 families with more than €500 million of consolidated wealth.
The company was founded in 2019 by Stéphanie Bocher and Jean-Charles Bodinier and is a French SAS. The website lists 11 staff members.
Product: Consolidated monthly reporting of family wealth, investment advisory and coordinated family-office services.
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Frontend frameworks
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