Independent advice for families of substantial wealth
Caelo Group is a multi-family office with offices in Paris and Montreal.
We advise ultra-high-net-worth families on investments, business interests, family governance, succession and philanthropy. We work with established advisers and introduce specialist expertise where required.
Family-office advice, properly coordinated
Family affairs often extend across several jurisdictions, asset classes, companies and professional relationships.
Caelo Group provides oversight across these matters. We advise on priorities, coordinate advisers and remain involved as decisions are made and implemented.
Our clients value an independent view, informed by the full circumstances of their family and its affairs.
Independent by design
Caelo Group is privately owned and independent.
We do not offer proprietary products or operate discretionary funds. Our role is advisory: to assess the options available, appoint or review external providers, and represent the interests of the family.
Paris and Montreal
We advise families with interests in Canada, Europe and further afield.
Our two offices provide an established base for cross-border work, while our professional network enables us to source appropriate advice in the jurisdictions relevant to each mandate.