{"id":207,"date":"2025-09-28T12:50:46","date_gmt":"2025-09-28T12:50:46","guid":{"rendered":"https:\/\/fair-fo.com\/?page_id=207"},"modified":"2026-07-22T12:48:03","modified_gmt":"2026-07-22T12:48:03","slug":"nos-expertises","status":"publish","type":"page","link":"https:\/\/www.faire-fo.com\/en\/nos-expertises\/","title":{"rendered":"Our expertise"},"content":{"rendered":"
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Our
expertise<\/h1>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Fair\/e\u2019s ambition is to become the trusted partner of every family we advise. To achieve this, we bring together a comprehensive range of expertise covering every dimension of wealth management.<\/p>

Our approach is holistic and rigorous, enabling us to develop long-term strategies that reflect the values, objectives, and expectations of the families we support. We also offer tailored, \u00e0 la carte services for clients who wish to benefit from our expertise in specific areas while managing other aspects of their wealth independently.<\/p>

From wealth structuring and investment advisory to financing, asset consolidation, and insurance brokerage, we provide recognised expertise in both France and internationally.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Wealth structuring
and asset consolidation <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t
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Our role is to design and implement legal, and tax strategies tailored to the specific circumstances of each family. Beyond advisory services, we coordinate and monitor the various professionals involved, including civil law notaries, lawyers, tax advisors, and chartered accountants, to ensure consistency and the proper execution of the decisions made.\u00a0<\/p>

A comprehensive view of your wealth is essential for informed decision-making and effective long-term management. We provide regular consolidated reporting across all your assets, including performance analysis, sector and geographic allocation, and holding across all financial institutions, including banks, asset managers, and other custodians.<\/p>

This consolidated view enables us to identify strategic opportunities, preserve and optimise your wealth over time, adapt your strategy to the changing economic, legal, and tax environments, and continuously monitor your overall risk exposure.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Investment
Advisory <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t
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We are independent of any financial institution, bank, or asset management company.
Our sole objective is to act in the best interests of the entrepreneurs and families we advise. This independence guarantees objective recommendations that are entirely free from external influence.\u00a0<\/p>

Aware of the challenges future generations face in building a more sustainable world, we integrate environmental, social, and societal considerations into our investment approach, helping our clients give purpose to their strategies while reconciling long-term performance with responsibility.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Listed financial investments\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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We select and oversee asset managers whose expertise aligns with your financial objectives. We conduct a strategic assessment and continuously monitor their performance to enhance returns. We also negotiate competitive fees for these services through our shared purchasing platform with our parent company, Intuitae. Our oversight extends across all major asset classes including equity funds, bonds, structured products, alternative funds, thematic funds, ETFs, and more.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Private equity \/ private debt<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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As an active participant in private equity, we partner with companies and investors across this increasingly important asset class. A valuable source of portfolio diversification, private equity provides access to growth opportunities beyond public markets and the potential for returns that are less correlated with listed equities. Whether through private equity, private debt, or real estate, our investment approach is broad, diversified and designed to capture long-term value.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Real estate<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Real estate is a cornerstone of a well-balanced wealth strategy. We identify and assess investment opportunities, evaluate the strengths and the risks of each project, structure ownership to reflect your objectives, whether wealth transfer, income generation, or family protection, and oversee the management of your real estate portfolio. We source investment opportunities in France, across Europe, and internationally. Our advice is underpinned by in-depth analysis of market fundamentals, including local market dynamics, transaction volumes, and pricing trends, enabling you to make informed investment decisions.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Diversification<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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In recent years, a range of alternative \u201cpassion investments\u201d has emerged as a compelling source of portfolio diversification, including classic cars, fine watches, vineyards, art, cryptocurrencies, and other collectible or emerging asset classes.<\/p>

Constantly seeking innovative and relevant opportunities, we help our clients explore new investment themes and opportunities that complement traditional portfolios and contribute to building the allocations of tomorrow.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Our ambition is clear: to enable our clients to invest in a way that reflects their values, while contributing to the major economic, environment, and societal transitions shaping the future.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Life insurance and capitalisation contract brokerage <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t
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Life insurance policies and capitalisation contracts are among the most effective tools for structuring, preserving and transferring wealth.<\/p>

As an independent broker, we provide access to a carefully selected range of solutions from leading French and Luxembourg insurers, tailored to your objectives. Through our shared purchasing platform with Intuitae, we negotiate highly competitive terms on your behalf while designing bespoke investment allocations aligned with your return objectives and tax strategy.<\/p>

As your independent broker, we also provide greater flexibility by enabling you, where permitted, to transfer your contracts between providers without unnecessary disruption to your investment strategy or administrative burdens.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Financing solutions <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t
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Financing is a powerful tool for enhancing a well-structured wealth strategy. When used appropriately, it can provide financial, and tax leverage, improving both investment outcomes and overall tax efficiency.<\/p>

We advise on the structuring of financing solutions including real estate loans, Lombard loans, credit facilities, working capital financing, amortising loans, and bullet loans, and conduct a competitive tender process to negotiate the most favourable terms available at the time of execution.<\/p>

We also perform a thorough assessment of the terms, conditions and collateral requirements proposed by lending institutions to ensure that each financing arrangement is appropriate, financially sound, and accretive to your overall wealth strategy.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Personal Assistance in Partnership with Yolo <\/div><\/span>\n\t\t\t\t\t\t\t\n\t\t\t
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Your time is valuable, and you want to dedicate it to what truly matters. Through our partner,Yolo, we provide access to a dedicated personal assistant who can help manage your day-to-day tasks, including administrative matters, family organisation, online shopping, vehicle inspections, medical appointments, insurance reviews, energy supplier audits, and much more.<\/p>

A truly life-changing service, your personal assistant provides meaningful support and practical assistance, giving you greater peace of mind and simplifying your daily life.\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

Nos expertises L\u2019ambition de Faire est de devenir l\u2019alli\u00e9 de r\u00e9f\u00e9rence des cercles familiaux que nous conseillons. Pour cela, nous d\u00e9ployons de multiples expertises dans toutes\u2028les dimensions de leur patrimoine. Notre approche repose sur une vision globale et rigoureuse qui permet de b\u00e2tir des strat\u00e9gies p\u00e9rennes et coh\u00e9rentes avec les valeurs et les attentes de […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-207","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.faire-fo.com\/en\/wp-json\/wp\/v2\/pages\/207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.faire-fo.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.faire-fo.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.faire-fo.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.faire-fo.com\/en\/wp-json\/wp\/v2\/comments?post=207"}],"version-history":[{"count":182,"href":"https:\/\/www.faire-fo.com\/en\/wp-json\/wp\/v2\/pages\/207\/revisions"}],"predecessor-version":[{"id":1963,"href":"https:\/\/www.faire-fo.com\/en\/wp-json\/wp\/v2\/pages\/207\/revisions\/1963"}],"wp:attachment":[{"href":"https:\/\/www.faire-fo.com\/en\/wp-json\/wp\/v2\/media?parent=207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}