Founded in 2021, TERRAE Patrimoine is an independent firm specializing in wealth management consulting. The company offers personalized support to its clients across a range of financial, real estate, legal, and tax-related projects. Their mission is to build long-term relationships based on trust, expertise, and transparency, providing tailored strategies for asset management, investment, retirement planning, and wealth transfer. The firm is regulated in France and holds certifications as a Financial Investment Advisor (CIF), insurance broker, and an intermediary in banking operations.

Founded in

France