Degroof Petercam

Degroof Petercam is a Belgian private bank with roots dating to 1871, now operating as part of the Indosuez Wealth Management group, which is itself the wealth management arm of Crédit Agricole. For families evaluating a private bank, that ownership context matters: the firm combines a long-standing Belgian identity with access to a large international banking group's infrastructure and international estate planning networks. A family office buyer gains an institution with deep Belgian legal and tax expertise alongside cross-border reach into France and other markets where Indosuez operates.

The private banking offering is structured around three tiers of discretionary management (Core Strategy, Multi-Funds, and Personalized) and three advisory mandates (Advisory One, Advisory Partner, and Active Advisory), with dedicated Estate Planners assigned from the EUR 1 million threshold and specialized portfolio managers added from EUR 2.5 million. This tiered structure means smaller family offices receive a materially different service level than larger ones. The firm also operates a Family Office service covering family governance, philanthropy, art advisory, and intergenerational wealth transfer, supported by roughly twenty estate planning professionals with legal, tax, and notarial backgrounds.

Specific services available through the private banking and estate planning practices include:

• Discretionary and advisory portfolio mandates with ESG/sustainable investment options
• Estate planning covering donations, legacy structures, shareholding foundations, and private foundations
• Art advisory for acquisition, valuation, insurance, and transfer of collections
• Family governance frameworks for business-owning families
• Franco-Belgian cross-border tax and estate planning for clients with assets in both countries

Pricing is not publicly disclosed. The firm operates exclusively through its Belgian branch network, with no indication of digital-first or remote onboarding. Clients outside Belgium or without a need for Belgian-anchored estate planning may find the geographic focus limiting.

• Discretionary portfolio management for private clients and families
• Investment advisory services with active client involvement
• Estate and succession planning including cross-border structures
• Family governance and intergenerational wealth transfer
• Philanthropy structuring including foundations, donations, and legacies
• Art advisory for collection management and transfer

• Three discretionary management mandates: Core Strategy, Multi-Funds, Personalized
• Three advisory mandates: Advisory One, Advisory Partner, Active Advisory
• Estate Planner assigned from EUR 1 million AUM threshold
• Dedicated portfolio manager assigned from EUR 2.5 million AUM threshold
• Family governance frameworks for business-owning families
• Art advisory covering acquisition, valuation, insurance, conservation, and transfer
• Philanthropic structuring via Degroof Petercam Foundation
• Franco-Belgian cross-border tax and legal planning
• Structured products with capital protection and yield mechanisms
• ESG and sustainable investment integrated across mandates

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Dedicated Private Banker as primary contact, supported by Estate Planner and Portfolio Manager depending on AUM tier; in-person appointments available across Belgian branch network.