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wealth management

Wealth Management in Belgium

Our Office

Lazard Frères Gestion has been established in Brussels since the early 2000s. Our presence in Belgium allows us to serve families, entrepreneurs, and French nationals residing in Belgium.

Our local team is committed to providing personalized wealth and financial advice tailored to the unique needs of each of our clients.

Our experts are dedicated to wealth management and structuring, drawing on their in-depth knowledge of the local market.

A key player for families and entrepreneurs

The Belgian branch benefits from the strength of the Lazard group, while being deeply rooted in the local economic and regulatory environment. Our integrated model allows us to combine expertise in institutional and private wealth management, offering consistent solutions tailored to our clients' changing needs.

We also collaborate with a vast network of local partners, enabling us to provide a comprehensive range of services and guarantee the quality and relevance of the solutions we offer.

Your key contacts

Head and Chief Investment Officer of Lazard Family Office Partners
Lazard Asset Management LLC (New York)

Casey D. Whalen, CFA

Head and Chief Investment Officer of Lazard Family Office Partners
Casey Whalen is a Managing Director, Head and Chief Investment Officer of Lazard Wealth. She began working in the investment field in 1996. Prior to joining Lazard in 2023, Casey served as Truvvo Partners’ CEO and Chief Investment Officer. She was a founding member of the firm and served on the Investment Committee. Prior to founding Truvvo, Casey held leadership positions in the endowment space including her role as the first Chief Investment Officer of The New York Public Library with a mandate to create the Office of Investments. Previously, she was Director of Public Investments for The Rockefeller University, served in various roles in the Yale University Investments Office and went on to work for one of Yale’s real estate investment managers, Brookdale Realty, based in Atlanta. Casey graduated with a BA from Yale University and is a board member of the Yale Swimming and Diving Association. She is a CFA® Charterholder and member of the New York Society of Security Analysts. Casey serves as the Chair of the Investment Committee of the Rockefeller Family Fund.
(917)757-5260
Head and Chief Investment Officer of Lazard Family Office Partners
Lazard Asset Management LLC (New York)

Casey D. Whalen, CFA

Head and Chief Investment Officer of Lazard Family Office Partners
Casey Whalen is a Managing Director, Head and Chief Investment Officer of Lazard Wealth. She began working in the investment field in 1996. Prior to joining Lazard in 2023, Casey served as Truvvo Partners’ CEO and Chief Investment Officer. She was a founding member of the firm and served on the Investment Committee. Prior to founding Truvvo, Casey held leadership positions in the endowment space including her role as the first Chief Investment Officer of The New York Public Library with a mandate to create the Office of Investments. Previously, she was Director of Public Investments for The Rockefeller University, served in various roles in the Yale University Investments Office and went on to work for one of Yale’s real estate investment managers, Brookdale Realty, based in Atlanta. Casey graduated with a BA from Yale University and is a board member of the Yale Swimming and Diving Association. She is a CFA® Charterholder and member of the New York Society of Security Analysts. Casey serves as the Chair of the Investment Committee of the Rockefeller Family Fund.
(917)757-5260
Head and Chief Investment Officer of Lazard Family Office Partners
Lazard Asset Management LLC (New York)

Casey D. Whalen, CFA

Head and Chief Investment Officer of Lazard Family Office Partners
Casey Whalen is a Managing Director, Head and Chief Investment Officer of Lazard Wealth. She began working in the investment field in 1996. Prior to joining Lazard in 2023, Casey served as Truvvo Partners’ CEO and Chief Investment Officer. She was a founding member of the firm and served on the Investment Committee. Prior to founding Truvvo, Casey held leadership positions in the endowment space including her role as the first Chief Investment Officer of The New York Public Library with a mandate to create the Office of Investments. Previously, she was Director of Public Investments for The Rockefeller University, served in various roles in the Yale University Investments Office and went on to work for one of Yale’s real estate investment managers, Brookdale Realty, based in Atlanta. Casey graduated with a BA from Yale University and is a board member of the Yale Swimming and Diving Association. She is a CFA® Charterholder and member of the New York Society of Security Analysts. Casey serves as the Chair of the Investment Committee of the Rockefeller Family Fund.
(917)757-5260