Status
ACTIVE
Global HQ
Soon
Countries of investment
- Belgium
- France
- United Kingdom
- Luxembourg
Investment stages
Industries
About
Investment Thesis
The investment thesis is centered on generating both financial profit and broader societal utility. Phoenix Family Office actively seeks the best investment opportunities in unlisted assets, focusing on sectors where high impact and value creation can be achieved. The firm places equal importance on sustainable investing—particularly in essential solutions such as housing—and aims for attractive returns by aligning investments with genuine community needs and long-term macro trends. A disciplined, research-driven process and a long-term outlook underpin their approach, with a preference for investments with strong defensive qualities and the capacity to weather market cycles.
Manager's Experience
Phoenix Family Office is associated with Phoenix Fund Services, where CEO and Managing Partner Paulette Firestone has more than two decades of experience in finance and family office management. Her background includes serving as CEO and CFO of Hub Management, a Dallas-based family office, giving her strong expertise in both operations and leadership within wealth management.