K Patrimoine & Finance is an independent wealth management consulting firm ("cabinet en gestion de patrimoine") located in Cannes, France. Founded on the principles of independence, expertise, and personalized client relationships, the firm offers a holistic approach to wealth management for individuals and professionals. Its services cover financial investment advice, insurance brokerage, real estate transactions, and retirement planning. The company is registered with ORIAS (the French register for insurance, banking, and finance intermediaries), holding licenses as a Financial Investment Advisor (CIF), Insurance Broker (COA), and Real Estate Agent, ensuring it operates under the supervision of French financial authorities like the AMF and ACPR.

Founded in

France