Founded in 2007, Valoris Patrimoine is an independent wealth management consulting firm (cabinet de conseil en gestion de patrimoine) located in Paris. The company provides personalized support and 360° wealth strategy advice to a clientele of private individuals and professionals. Its mission is to assist clients in managing, valuing, and transmitting their financial, real estate, and professional assets, with a strong emphasis on maintaining independence from banks and insurance companies to ensure impartial guidance. The firm is regulated in France as a Financial Investment Advisor (CIF), insurance broker, and banking intermediary.

Founded in

France