Norman K., an independent wealth management platform for international entrepreneurs, enhances its expertise with the launch of a complementary and cross-functional vertical called “Family Wealth Solutions.” This personalized offer addresses the key challenges faced by entrepreneurial families and business leaders.
Since its creation in 2021, Norman K. has established itself as a next-generation partner, providing entrepreneurs and their families with a full range of investment, financing, and advisory expertise to address their professional and private wealth challenges.
“Family Wealth Solutions,” a 360° service
With the launch of “Family Wealth Solutions,” Norman K unites its internal expertise around a service that centralizes the necessary resources to meet its clients’ goals and challenges.
This service combines the strategic perspective of a traditional family office with the tactical approach of Norman K’s various activities, with wealth engineering remaining a key pillar.
This department is led by David Chapelle, also Head of Wealth Management & Family Wealth Solutions, supported by Sandrine Quilici, Head of Wealth Planning and Deputy Head of Norman K France.
Norman K. directly supports its clients (BtoC) who wish to benefit from comprehensive supervision of all their assets under a mandate. The Family Wealth Solutions team develops a customized strategy implemented by a dedicated team, addressing both wealth management and family governance, including financial education for younger generations.
This service is also available to BtoB clients. Partnerships have been established with independent players (Family Offices and Wealth Management Advisors) who want to offer their clients distinctive support with alternative and personalized solutions. “The direct investment and internalization of expertise by Norman K. provide valuable added value for our partners who aim to serve their UHNW clients,” notes David Chapelle.
“The creation of Family Wealth Solutions aligns with our vision of a simplified approach for our clients, families, and entrepreneurs, offering comprehensive and centralized support based on all our areas of expertise,” says Olivier Liot, Founder of Norman K.