Founded in 2003, ACTIS PATRIMOINE is an independent consulting firm specializing in wealth management. The company's mission is to provide bespoke, long-term support to its clients, including business leaders, liberal professionals, and private individuals, to help them build, manage, and transfer their assets. Their services encompass a holistic approach, covering financial investments, real estate, tax optimization, retirement planning, and wealth structuring. The firm emphasizes its independence from banking and insurance networks, which allows it to offer objective advice tailored to each client's specific situation and goals.

Founded in

France