Multi-Family Office

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Opera Wealth Management

Guillaume de Monplanet and Jean-Baptiste de Monplanet founded Opera Wealth Management in Paris. Both previously held senior roles at major European banks and...

Opera Wealth Management logo

Opera Wealth Management

Guillaume de Monplanet and Jean-Baptiste de Monplanet founded Opera Wealth Management in Paris. Both previously held senior roles at major European banks and asset managers. The firm functions as a multi-family office providing advisory on investments, estates, and tax matters. Investment activity centers on insurance-linked securities, real estate, and mission-related vehicles. Confirmed exposures include mixed-use properties in Paris and products such as OPERA RENDEMENT SEMESTRIEL 2024. Geographic reach remains concentrated in Europe with no disclosed commitments outside the region. The firm participates in both direct holdings and structured insurance products. Opera Wealth Management maintains three professional network memberships: Acteurs de la Finance Responsable, AFFO, and Le Cercle des Family Offices. It also runs Fonds de dotation Opera Philanthropie as a separate philanthropic entity. No public data exists on team size, AUM, or transactions completed in the last 24 months. The de Monplanet family principals combine operating-company ownership with client mandates, creating an integrated structure that ties real-asset holdings directly to the advisory platform.

General information

Firm type

Multi Family Office

Year founded

2005

Location

Region

Europe

Country

France

City

Paris

Corporate office

Paris, France

Principals

Guillaume de Monplanet

Managing Partner

Jean-Baptiste de Monplanet

Managing Partner

Pierre-Yves de Monplanet

Partner

Sector focus

InsurTechReal Estate

Frequently asked questions

Who runs investment decisions at Opera Wealth Management?

Guillaume de Monplanet and Jean-Baptiste de Monplanet serve as Managing Partners and set investment direction. Pierre-Yves de Monplanet supports as Partner.

What asset classes does Opera Wealth Management deploy into?

The firm allocates across insurance-linked securities, real estate, and philanthropic vehicles. Positions include Paris mixed-use properties and structured insurance products.

Does Opera Wealth Management operate as a single or multi-family office?

It operates as a multi-family office serving multiple families and entrepreneurs with complex needs.

Where does Opera Wealth Management maintain its primary operations?

Headquarters are in Paris, France, with all disclosed activity concentrated in Europe.

What professional networks does Opera Wealth Management belong to?

The firm holds memberships in Acteurs de la Finance Responsable, AFFO, and Le Cercle des Family Offices.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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