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Multi-Family Office

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EVFO Multi Family Office

EVFO Multi Family Office was founded in 2009 by Eric Venet and Frédéric Oudin. The firm operated from Saint-Didier-au-Mont-d'Or near Lyon and focused on...

Overview

EVFO Multi Family Office was founded in 2009 by Eric Venet and Frédéric Oudin. The firm operated from Saint-Didier-au-Mont-d'Or near Lyon and focused on services for affluent families. It handled asset structuring, investment allocation and intergenerational estate planning. The firm coordinated external partners for compliance and multi-asset portfolio oversight. Thomas Espin and Sébastien Vernhes led operations before the acquisition by Valoria Capital under Romain Lefèvre. The group also includes Roosevelt Gestion Privée and EGA.

General information

Firm type

Multi Family Office

Year founded

2009

Location

Region

Europe

Country

France

City

Lyon

Corporate office

Saint-Didier-au-Mont-d'Or, France

Principals

Eric Venet

Co-founder

Frédéric Oudin

Co-founder

Thomas Espin

Founder

Sébastien Vernhes

Founder

Frequently asked questions

Who founded EVFO Multi Family Office?

Eric Venet and Frédéric Oudin founded the firm in 2009.

What services did EVFO provide?

The firm advised on asset structuring, investment allocation and intergenerational estate planning.

What happened to EVFO?

EVFO merged with Valoria Capital. Its founders joined the acquiring entity.

Where was EVFO based?

The firm was headquartered in Saint-Didier-au-Mont-d'Or, France.

Who acquired EVFO?

Valoria Capital acquired EVFO. Romain Lefèvre leads Valoria Capital.

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