Founded in 2004, Le Conseil Patrimonial is an independent firm specializing in wealth management consulting. The company offers bespoke strategies for a clientele of individuals and business leaders, focusing on optimizing their financial, real estate, tax, and legal situations. Its mission is to provide long-term, tailored support with an emphasis on independence and a client-centric approach, covering areas such as financial investments, life insurance, retirement planning, and real estate projects.

Founded in

France