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VerifiedFinancial Services· Founded 2020

Kermony Office

Since 2009, Kermony Office (ex AGH Conseil) is an advisor specialized in the support of families and directors. We are working to optimize and protect their personal and professional wealth across multiple generations. Our approach is distinctive from the traditional players in wealth management who are in a process of sale of products to answer a need."We are feeding strong and complete relations with our clients who value the advice and are involved so we are ensuring together their financial security". Today, not spending a minimum of time each month on your wealth can be expensive. Kermony Office is liaising with the individuals and families who have understood this and we are acting as their "doctor of wealth" with a global approach to ensure the coherence of their wealth and their legal, tax, financial and professional conditions. Our mission : 1 - Bring you the support to take the good decisions 2 - Allow you to realize your life projects and win the peace of mind 3 - Ensure you a financial advice of excellence at the right price. More than 20 years of average experience of the partners More than €200 millions of assets monitored More than 30 families supported with some presence in 12 different countries

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HeadquartersParis, FranceEmployees6(1 to 10)Founded year2020Websitekermony-office.comLinkedIn profileLinkedIn

Verified contacts

7

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4

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Top roles at Kermony Office

4 distinct titles indexed · top 4 shown.

  • 2associée fondatrice
  • 2family officer
  • 1analyste financier
  • 1private wealth analyst

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