Founded in 2008, GD Finance & Patrimoine is an independent wealth management consulting firm based in Lyon, France. The company's mission is to provide bespoke, long-term support to its clients, including private individuals, business leaders, and professionals, in creating, managing, and transmitting their assets. Their services encompass a global approach to wealth strategy, including financial investment advice, real estate investment, tax optimization, retirement planning, and provident solutions. The firm emphasizes its independence from banking and insurance networks, allowing it to offer objective advice tailored to each client's specific situation and goals.

Founded in

France