Olifan Group is a French wealth management and investment advisory group formed through the merger of wealth management firms. It supports individuals and families throughout the life of their wealth, from creation and development to protection and transfer. The group says it has 150 employees, serves 4,800 family groups and operates 15 local offices across France, combining specialist expertise with close, ongoing client relationships.

Its services begin with a review of each client’s circumstances and goals, followed by tailored, diversified recommendations. Areas of expertise include wealth planning and tax optimisation, financial investments and placements, real estate investment and valuation, retirement and insurance planning, and estate and family wealth transfer. Olifan Group also provides support for vulnerable people, family guardians, and people dealing with personal injury, as well as international guidance for expatriates and cross-border workers.

The group serves clients including business leaders, liberal professionals, retirees and people with substantial wealth. Its advice addresses practical objectives such as building assets, investing, preparing for retirement, protecting loved ones and organising succession.