E&R Patrimoine is an independent wealth management consulting firm based in Paris, France. Founded on the principles of providing personalized and objective advice, the company assists clients with the creation, development, and transmission of their wealth. Their services cover a wide range of financial areas, including financial investments (securities, life insurance), real estate investments (tax exemption, rental), retirement planning, and provident solutions. The firm emphasizes a long-term client relationship approach to build tailored wealth strategies.

Founded in

France