# Wealth Conseil

Wealth Conseil is a Multi Family Office based in Nantes, France.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Nantes, France
- **Region:** Europe
- **Address:** Nantes, France
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** wealth-conseil.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-conseil

## Regulatory record

- **Reports private funds:** No

## About

Wealth Conseil was established in 2012 by Jean-Baptiste Holtz. It functions as a multi-family office based in Nantes, France, and delivers wealth management, investment advisory, and insurance brokerage to families and entrepreneurs. The firm allocates across private equity, private credit, real estate, and venture capital. It covers stages from venture capital onward and maintains exposure in Europe, North America, Africa, Asia, the Middle East, and Oceania. Sector activity includes PropTech, Energy Transition & Renewables, Circular Economy, ClimateTech, Digital Health, FinTech, and Healthcare Services, with technology emphases on AI/ML, Biotech, Digital Twins, Edge & IoT, and Semiconductors. Team size and AUM remain undisclosed. The firm holds memberships in CNCGP and France Invest. It acts as a national partner and donor to CEDEF. No dated operational events from the last 24 months appear in public records.

## Sectors

- PropTech
- Energy Transition & Renewables
- Circular Economy
- ClimateTech
- Digital Health
- FinTech
- Healthcare Services

## People

- Jean-Baptiste Holtz — Founding Partner
- Aude Holtz — Partner responsible for employee savings and retirement (APITEAM)
- Jocelyne Thomas — Partner and Middle Office Manager
- Agathe Lefeuvre — Wealth Management Consultant

## Questions

### Who runs investment decisions at Wealth Conseil?

Jean-Baptiste Holtz serves as Founding Partner. Aude Holtz handles employee savings and retirement through the APITEAM partnership. Jocelyne Thomas manages middle office functions.

### How does Wealth Conseil source proprietary deal flow?

The firm draws on its memberships in CNCGP and France Invest. It also maintains a partnership with CEDEF for access to family business networks.

### Is Wealth Conseil structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office. The firm provides advisory to multiple high-net-worth families and entrepreneurs rather than managing a single-family mandate.

### Does Wealth Conseil participate in fund commitments or only direct deals?

It deploys through private equity, private credit, real estate, and venture capital vehicles. Both fund commitments and direct allocations appear in its stated approach.

### What investment stages does Wealth Conseil typically target?

Confirmed activity centers on venture capital and extends across later private equity and real estate stages.

### Where does the underlying wealth come from?

Wealth origin is not publicly attributed to a specific family branch or operating company.

### What is Wealth Conseil's known posture on co-investments alongside external GPs?

No specific co-investment policy or named external GP relationships are disclosed in available sources.

## Related profiles

- [Wealthbridge Partners](https://altss.com/profile/wealthbridge-partners)
- [Wealthfusion Ltd](https://altss.com/profile/wealthfusion-ltd)

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

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