Founded in 2013 by Grégory Touboul, Cap Patrimonial is an independent wealth management consulting firm based in Paris. The company's mission is to provide personalized, long-term support to both private and professional clients in the creation, development, and transmission of their assets. They offer a comprehensive approach that includes financial investments, real estate strategies, and tax optimization solutions, positioning themselves as a trusted partner for their clients' financial journey.

Founded in

France