# Helms Family Office

Helms Family Office is a Multi Family Office based in Geneva, Switzerland.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Geneva, Switzerland
- **Region:** Europe
- **Address:** Geneva, Switzerland
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** helmsfamilyoffice.com
- **LinkedIn:** https://www.linkedin.com/in/helms-family-office-17179b212/

## Regulatory record

- **Reports private funds:** No

## About

Helms Family Office was established in 2019 by Frédéric Carbonnier in Geneva. Carbonnier serves as Managing Director and Head of the Investment Committee. The firm supplies advisory and asset management services to families from varied industries and regions. Asset classes include private credit, real estate, hedge funds, commodities and collectibles. Direct co-investments, fund-of-funds commitments and SPVs form part of the deployment mix. Portfolio holdings span Pan-European real estate in Germany, the Netherlands, France, Switzerland and the United Kingdom, plus tactical real estate in the United States. Additional exposure covers Africa, Asia, the Middle East and North America. Investment stages range from early-stage venture to buyouts and distressed situations. The team includes Waheed Hussain as Board Member and Financial Advisor, Abbas Altaf as Head of Alternative Investments, and Moulay Hichame Balouz as Senior Vice President. Adjacent vehicles comprise the Global Regenerative Group Foundation and co-located entities By Immo SA and JetMate Aviation SA. The firm maintains membership in the Swiss Association of Asset Managers. Helms Family Office deviates from conventional multi-family office structures by maintaining an open investment outlook and avoiding fixed traditional strategies. It coordinates banking relationships, estate matters and corporate finance through a cross-disciplinary team while preserving capital across market cycles.

## Sectors

- Digital Health
- Mobility & Transportation
- FinTech
- Healthcare Services
- Industrial Tech
- Media & Entertainment
- Energy Transition & Renewables
- Supply Chain & Logistics
- Workflow Automation
- PropTech

## People

- Frédéric Carbonnier — Managing Director and Head of Investment Committee
- Waheed Hussain — Board Member and Financial Advisor
- Abbas Altaf — Head of Alternative Investments
- Moulay Hichame Balouz — Senior Vice President and Advisory Board Member

## Questions

### Who runs investment decisions at Helms Family Office?

Frédéric Carbonnier serves as Managing Director and Head of the Investment Committee. Abbas Altaf heads alternative investments. Waheed Hussain sits on the board as Financial Advisor.

### How does Helms Family Office source proprietary deal flow?

The firm draws on relationships with banking partners, co-located real estate and aviation entities, and professional networks including the Swiss Association of Asset Managers and GRI Institute.

### Is Helms Family Office structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office. Services extend to multiple client families through advisory mandates, portfolio management and corporate finance.

### Does Helms Family Office participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct co-investments or SPVs across private credit, real estate and venture stages.

### What investment stages does Helms Family Office typically target?

Stages include early-stage seed and start-up, growth equity, mezzanine, buyout and distressed turnaround situations.

### Where does the underlying wealth come from?

Wealth origin for client families is not publicly disclosed.

### Does Helms Family Office maintain philanthropic structures, and how are they separated?

The firm supports the Global Regenerative Group Foundation. No further separation details between investment and philanthropic vehicles appear in public materials.

## Related profiles

- [Helm Companies](https://altss.com/profile/helm-companies-helm-family-office)
- [Helmsman Digital](https://altss.com/profile/helmsman-digital-henrik-gandt-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

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