Founded by Eric Oziel, Valeurs & Expertises is an independent wealth management consulting firm based in Paris. The company provides personalized support and objective advice to a clientele of private individuals and business leaders. Their services encompass a holistic approach to asset management, including financial investment strategies, real estate advice, retirement planning, and tax optimization, with a mission to build long-term, trust-based relationships to help clients achieve their financial goals.

Founded in

France