Founded in 2011, Cheval Blanc Patrimoine is an independent wealth management consulting firm based in France. The company provides bespoke, long-term support to its clients, covering a wide range of services including financial investments, real estate acquisition, tax optimization, retirement planning, and wealth transfer. Its mission is to build lasting relationships with clients by offering tailored strategies that align with their personal and financial goals. The firm is regulated in France and registered with ORIAS as a Financial Investment Advisor (CIF), among other statuses.

Founded in

France