Agora Finance is an independent wealth management firm based in Paris, accompanying affluent individuals, business leaders, families, expatriates, companies, associations and foundations since 2007. Its multi-family office approach brings financial, tax, legal, property and philanthropic considerations together in tailored strategies for structuring, protecting, growing and transferring wealth. The firm says it works transparently and without conflicts of interest, and is a member of the CNCGP, with ORIAS registration. It has received a gold award from Décideurs magazine for wealth management and recognition for its commitment to responsible investment.

Agora Finance offers financial management and responsible investment advice, tax and legal planning, family governance, real estate services, mortgage brokerage and project financing. Its expertise also includes life insurance in Luxembourg, business sales and acquisitions, and fundraising for small and mid-sized companies. Clients can use a digital platform to consolidate information about financial, property, private equity and alternative assets, as well as a yield simulator to explore investment scenarios.