Experts en patrimoine is an independent wealth management consulting firm based in Lyon, France. The company offers a comprehensive range of services for individuals and professionals, focusing on creating and managing personalized financial strategies. Their core expertise includes financial investment advice, retirement planning, wealth transfer, tax optimization, and insurance brokerage. By acting as a central point of contact for their clients' financial needs, they aim to provide long-term support and tailored solutions to help them achieve their financial goals. The firm is registered with ORIAS as a Financial Investment Advisor (CIF) and insurance broker.

Founded in

France