Maurelius
A premier Multi-Family Office dedicated to addressing the distinct financial needs of High Net Worth individuals and their families.
Origins of Maurelius
Maurelius was founded in 2024 by hedge fund investor Jean-Baptiste Limonier with a vision to provide sophisticated, personalized wealth management solutions. The family office emerged from a recognition of the growing need for comprehensive, tailored financial strategies that go beyond traditional investment approaches.
As families accumulate wealth, their financial needs become more intricate. Maurelius aims to simplify this complexity by offering integrated solutions that cover all aspects of wealth management.
Our services
Wealth Management
Our investment team delves deep into your financial situation to craft a personalized plan tailored to your unique needs. We work closely with each client to design custom strategies, considering factors such as time horizons, goals, risk tolerance, and asset allocation.
Private Equity & Real Estate
Leveraging our extensive network, we provide exclusive access to a diverse range of investment opportunities, including private equity, venture capital and real estate, offering our clients reduced fees and expertly curated deals across various international markets.
Family Office
Our team collaborates with you to optimize your wealth management strategy by identifying tax-efficient jurisdictions and establishing tailored entities and trusts for your assets and businesses.
Investment Philosophy
Our investment approach is built on 6 key pillars, with a strong focus on portfolio diversification designed to mitigate low-probability, high-impact events. We seek asymmetric opportunities to maximize upside potential while rigorously managing downside risk across varied market conditions.
Discover our team
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Dan Carter
Portfolio Manager
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Arthur Rhodes
Client Director
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Lily Ferez
Head of Operations
