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+).
- Target asset tickets
- Access to files under a non-disclosure agreement
- AI concierge handling
- Calculated mandate by mandate, see the simulator
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.
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
- 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
Calculate the growth of your assets and your recurring management fees.
Model your revenue based on the average ticket entrusted and your fee schedule.
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.
Validate the UHNW origination protocol →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)
Multi-Family Office & Wealth Engineering Firm
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.
Multi-Family Office case study · Monaco · Geneva · Paris
A real engagement currently being documented. Quantified results will be published here once validated by the client.
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.