Founded in 2013, Serendip Patrimoine is an independent wealth management consulting firm based in Paris. The company's mission is to provide personalized, long-term support to its clients by developing bespoke strategies for managing, growing, and transferring their wealth. Its areas of expertise include financial investments, real estate investment advice, tax optimization, retirement planning, and provident solutions. The firm prides itself on its independence, which allows it to offer objective advice and select the best solutions from across the market for its clients.

Founded in

France