Founded in 2011, Cercle France Patrimoine is an independent wealth management consulting firm ("cabinet de conseil en gestion de patrimoine") located in Lyon, France. The company provides personalized advisory services to individuals and professionals, focusing on a comprehensive and long-term approach to asset management. Their core services include financial investment advice, tax optimization, retirement planning, real estate investment strategies, and estate planning, all aimed at building and growing their clients' wealth.

Founded in

France