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Transactions 03 October 2025

The ASTORIA Group welcomes MY FAMILY OFFICER and strengthens its expertise in wealth management.

Cession
sector Financial Services
INSINIA, the private wealth management brand of the Astoria Group, is strengthening its position with the arrival of My Family Officer, an independent wealth management firm based in Lyon. This merger enables INSINIA to accelerate its development in the Auvergne-Rhône-Alpes region. Pax Corporate Finance advised the partners of My Family Officer in this transaction.
Customer My Family Officer

My Family Officer supports business leaders, their holding companies, and their families over the long term in enhancing and managing their wealth.

Counterparties Astoria Finance

Astoria Finance is a leading player in wealth management, the result of bringing together top expertise in comprehensive wealth structuring and management.

Founded in 2018, My Family Officer supports a clientele of business leaders and currently manages €102 million in assets. Based in Lyon, the firm has built a strong reputation thanks to its expertise in Luxembourg contracts, corporate private equity, private debt, and tailor-made structured products.

 

A recognized player in wealth management
Pierre-Loïc Besse, founder of My Family Officer, and his partner Antoine Benzimra are joining forces with INSINIA with a clear ambition to:
• Accelerate the firm’s growth with the support of a strong group
• Pool resources and broaden expertise to better meet the expectations of their demanding clientele of business leaders
• Evolve within a larger team that shares common values of proximity, commitment, attentiveness, and performance.

 

A shared vision in the service of clients
This merger is part of INSINIA’s ongoing strategy to strengthen its private wealth management offering through recognized experts.“The arrival of My Family Officer brings real added value to INSINIA. We share the same approach to wealth management: independent, demanding, and tailor-made. Together, we will be able to offer even more solutions tailored to the needs of business leaders and high-net-worth families,” explains Malcolm VINCENT, CEO of the Astoria Group.
“After seven years of strong growth serving our entrepreneurial clientele, this partnership with a solid group — a guarantee of sustainability — marks an important milestone for My Family Officer and its wealthy clients,” adds Pierre-Loïc Besse.

 

New opportunities for clients
By joining forces with INSINIA, My Family Officer enables its clients to access a broader range of expertise and innovative wealth management solutions. In doing so, INSINIA continues to pursue its ambition of becoming a leading player in private wealth management in France.

 

About PAX Corporate Finance

An independent investment bank, PAX Corporate Finance combines financial expertise with sector-specific specialization, enabling it to effectively support SMEs and their executives through the various stages of their development. Bringing together more than twenty-five professionals, including eight partners, the firm has completed over 450 transactions since its founding in 2003.

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