Founded in 2004, CAP Patrimoine is an independent wealth management firm based in Lyon, France. The company's mission is to provide personalized, long-term support to its clients, which include individuals, business leaders, and professionals, in managing and growing their assets. Their services cover a wide range of expertise, including financial investments, real estate investment, tax optimization, retirement planning, and social protection solutions. They emphasize a client-centric approach, building strategies tailored to each individual's specific financial situation and life goals.

Founded in

France