Bordeaux & Gironde

Your Wealth Advisor in Bordeaux

An independent family office serving Bordeaux families

Based in Libourne, at the heart of the Libournais, LB Family Office advises families in Bordeaux and Gironde in managing, growing and transmitting their wealth. Our local knowledge and geographical proximity provide a decisive advantage for our clients in the greater Bordeaux area.

As an independent wealth management advisor, we cover all wealth management challenges: financial investments, savings, retirement planning, tax optimisation, real estate asset management and tax returns.

Our approach — 100% independent, with no rebates or conflicts of interest — ensures that every recommendation is made in your exclusive interest.

Wealth advisor Bordeaux Gironde

Our wealth management expertise in Bordeaux

Wealth Management Bordeaux

Comprehensive wealth audit, asset allocation and personalised monitoring for families in the Bordeaux area.

Tax Optimisation Gironde

Bespoke tax strategies: IFI, rental income, tax returns, holding structures.

Investments & Savings

Rigorous selection of the best investment opportunities in open architecture, without conflict of interest.

Real Estate Gironde

Advisory on direct and indirect real estate investments (SCPI, OPCI) in Gironde and across France.

Retirement & Estate Planning

Retirement preparation, succession planning, family governance, gifts and transfers.

Wealth & Asset Management

Comprehensive advisory for high-net-worth clients: family office, wealth management, asset management.

Why choose LB Family Office in Bordeaux?

The Bordeaux region holds significant wealth — vineyards, real estate, family businesses — requiring specific expertise and a bespoke approach. LB Family Office has the knowledge and network to address the unique wealth challenges of Gironde.

Unlike private banks and insurance networks, we receive no commission on recommended products. Our transparent, pre-agreed fees ensure complete objectivity in our advice.

Regionally rooted

Office based in Libourne, at the heart of the Libournais, 30 min from Bordeaux.

100% independent

No ties to any bank, insurer or financial group.

Transparent fees

Fee-only remuneration, agreed before any engagement.

Long-term vision

Strategies designed across generations to preserve your wealth.

Your wealth management advisor in Bordeaux

Schedule a confidential first meeting. We serve clients in Bordeaux, Gironde and across the South-West of France.

Schedule a meeting
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