Agami

Company secretarial work supercharged by Alex

François Simon

Cofondateur

#groupe

#family-office

In 2006, François Simon and Laurent de Swarte founded AGAMI Family Office (acquired by the Prémium group in October 2024). With a client base 80% made up of entrepreneurs who have sold their businesses, François and his team support their clients in managing their wealth with a 360° view. Yet one need remained unmet: handling company secretarial work.

AGAMI manages around forty holding companies through Alex Legal, with complete ease.

Challenge

AGAMI managed around forty holding companies that regularly required routine transactions and the holding of annual general meetings. François faced the question: should we engage lawyers for relatively straightforward work? At what cost? How could he guarantee a reliable, efficient and cost-effective solution for his clients without creating an unwieldy machine?

We didn't offer this kind of company secretarial service before. Now Alex lets us do it easily and efficiently.

The Solution

With Alex Legal, AGAMI was able to:

Simplify company secretarial management – No more need to go through lawyers for annual general meetings or share transfers.
Automate legal processes – Company formations and annual general meetings handled easily through the Alex platform.
Optimise costs – A far more affordable and accessible solution for clients' holding companies, without compromising quality.

François and his team save thousands of euros every year through the Alex platform, while improving the quality of their client interactions.

Onboarding

Initially, François had reservations about the reliability of a provider like Alex, knowing his professional liability was at stake. But after four years' use, AGAMI is more than satisfied. Alex allows François to stop dealing directly with legal formalities while keeping full control over the processes, and it strengthens client relationships.

The Extra

Thanks to Alex Legal, AGAMI Family Office has been able to fill a gap in its services and offer clients a seamless, reliable and affordable legal solution. Company secretarial management is no longer a friction point but an integral part of their overall offering.

3 Benefits of Alex

Simplicity – An easy-to-use platform for all legal formalities.
Cost optimisation – Substantial savings compared to using lawyers for straightforward work.
Enhanced credibility – More structured management of corporate documents, enabling richer exchanges with clients.

Conclusion