Founded in 2004, Expertise Patrimoniale is an independent wealth management firm based in Paris. Its mission is to provide personalized, high-value consulting services covering all aspects of asset management, including financial investments, real estate, tax optimization, retirement planning, and estate succession. The firm emphasizes a client-centric approach, building long-term relationships based on trust and tailored strategies. They are registered as a Financial Investment Advisor (CIF) and are a member of the CNCGP, regulated by the French financial authorities.

Founded in

France