Founded in 2004, PATRIMONIUM CONSEIL is an independent wealth management consulting firm based in Sèvres, France. The company provides bespoke advisory services to a clientele of private individuals and entrepreneurs, focusing on a holistic approach to asset management. Their expertise covers financial investments, real estate strategy, retirement planning, asset transmission, and tax optimization, with a mission to build long-term, trust-based relationships to help clients achieve their financial goals.

Founded in

France