Patrimonial.fr is an independent wealth management consulting firm (Cabinet de conseil en gestion de patrimoine) based in Lyon, France. The company provides personalized, long-term support to its clients, helping them build, manage, and transfer their assets. Their core services encompass financial investment advice (CIF), insurance brokerage, real estate investment consulting, and tax optimization strategies. The company is registered with France's ORIAS registry, demonstrating its adherence to regulatory standards for financial and insurance intermediaries.

Founded in

France