The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
The end of opinion-based marketing · Google & Meta certified · Monaco · Jakarta · Paris · Founded in 2014 · GDPR compliant
Multi-Family Offices · Private Banks · Wealth Management · Mid-Cap M&A

Attract and qualify UHNW wealth
with tailored, ultra-secure acquisition systems.

We design digital acquisition architectures and wealth engineering datarooms for Family Offices and wealth managers targeting post-exit founders and large fortunes (€10M+).

€5M to €50M+
Target asset tickets
NDA
Access to files under a non-disclosure agreement
< 45s
AI concierge handling
Break-even
Calculated mandate by mandate, see the simulator
The dead end of passive growth

Why historical word of mouth is no longer enough
as wealth passes to a new generation.

A new generation of sellers

Tech entrepreneurs and executives who have had a liquidity event research and compare online before even asking their inner circle. Without an authoritative presence, they ignore you.

Distrust of prospecting

Direct outreach on LinkedIn or by email instantly destroys a Family Office's brand image. Modern origination must attract through the obvious quality of its intellectual engineering.

Partners' time wasted

Receiving prospects whose assets fall below your profitability threshold needlessly eats into Managing Partners' days, at the expense of long-standing clients.

Private origination mechanics

The wealth acquisition system
in 4 sovereign steps.

Discover how to turn institutional discretion into a lever for selective attraction.

Pillar 01 · Highly qualified targeting of business owners preparing an exit

Account-Based Marketing & Seller Mapping

Precise, geolocated identification of entrepreneurs, scale-up founders and industrial families approaching a liquidity event or a sale (M&A monitoring, fundraising, stake disposals in Paris, Geneva, Monaco and Luxembourg).

Standards of excellence & secure protocols:
LinkedIn ABM Executive
IP targeting of selling companies
Scraping of M&A business signals
Zero spam, a prestige approach
Strategy committee and private wealth management
MFO Origination Pipeline
NDA-encrypted
M&A seller origination
Continuous monitoring
Average asset ticket
> €5M per mandate
Relationship follow-up
CRM shared with your partners
Multi-Family Office case study
Wealth management advisory and family office

Multi-Family Office & Wealth Engineering Firm

Monaco · Geneva · Paris

A wealth management company and family office looking to diversify its acquisition beyond its historical network to reach the new generation of tech and industrial entrepreneurs.

A real engagement currently being documented. Quantified results will be published here once validated by the client.
Fees & AUM Simulator

Calculate the growth of your assets
and your recurring management fees.

Model your revenue based on the average ticket entrusted and your fee schedule.

7.0 M€
€2M (Business owner)€25M (UHNW industrial family)
0.70 % / year
0.30% (Large institutional account)1.50% (Bespoke management & PE)
5 families
2 families15 families
48 k€ / year
€24k / year€120k / year
What a mandate is worth
Indicative projection · not contractual
Annual fees per mandate
49 k€
Mandates needed to cover the annual budget
1
Year-1 fees if the target is met
245 k€
3-year total if the target is met
735 k€

The number of new families is your target, not a promise: the calculation shows how many mandates are needed to cover the acquisition budget. Assumptions: constant assets and fee rates, mandates retained for 3 years, no market effect.

Positioning differentiation

Classic wealth approach vs
the Histoires Digitales origination channel.

Traditional approach
✕Exclusive reliance on word of mouth and closed circles
✕Aggressive LinkedIn outreach damaging institutional reputation
✕First commercial contact with no prior technical added value
✕No upfront filtering on liquid asset thresholds
✕Austere, undifferentiated showcase websites that fail to highlight expertise
Histoires Digitales SystemSovereign Origination
Predictive monitoring of exit transactions (M&A, fundraising, buyouts)
A sovereign wealth dataroom and exclusive engineering simulators
A confidential AI concierge qualifying eligibility and the asset threshold
Summary file handed to the Managing Partners for the VIP meeting
Full regulatory compliance (GDPR, trade secrets, EU hosting)
Frequently asked questions

Answers for Family Office Partners

UHNW Confidentiality & Data Sovereignty

Request a wealth acquisition diagnostic

A direct conversation, bound by professional secrecy, with the Histoires Digitales management. An audit of your positioning and a map of seller pools.