Lazard Family Office

Founded in 1848, Lazard occupies an unusual position among firms serving family offices: it combines financial advisory and asset management under one roof, with family offices named explicitly as clients alongside institutions, corporations, and governments. The firm does not operate a dedicated family office division based on publicly available content, but its advisory and investment capabilities are available to family office clients seeking access to M&A counsel, capital solutions, restructuring advice, and institutional-grade asset management.

For family offices evaluating Lazard, the relevant service lines include:

• Asset management through Lazard Asset Management and Lazard Freres Gestion, offering investment expertise across public and private markets
• Financial advisory covering M&A, capital markets, restructuring, and geopolitical strategy
• Private Capital Advisory, including secondary market transactions and continuation fund structures
• Research outputs such as the annual LCOE+ energy report and geopolitical trend analysis

The firm operates across North and South America, Europe, the Middle East, Asia, and Australia, with offices in major financial centers including Milan, where both advisory and asset management teams are based. Its global footprint and long-standing institutional relationships may appeal to large family offices with cross-border transaction needs or those seeking access to proprietary deal flow and research. However, Lazard does not publish a family-office-specific product set, pricing, or service structure, and family offices with purely operational or reporting needs will find little targeted here. This is a firm built around large, complex transactions and institutional investment management, not family office administration or technology.

• M&A advisory for complex transactions
• Capital markets and capital solutions advisory
• Restructuring and liability management
• Asset management and investment solutions
• Private capital and secondary market advisory
• Geopolitical and strategic advisory

• M&A advisory across public and private markets
• Capital solutions and capital markets advisory
• Restructuring and liability management services
• Secondary market and continuation fund advisory
• Institutional asset management via Lazard Asset Management
• European asset management via Lazard Freres Gestion
• Proprietary energy cost research (LCOE+)
• Geopolitical trend research and analysis
• Cross-border transaction execution

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