Founded in 2007, VALUE CONCEPT PATRIMOINE is an independent wealth management firm that provides personalized financial strategies and advice to its clients. The company operates with a holistic approach, analyzing a client's complete financial, fiscal, and social situation to offer tailored solutions. Its core services include financial investment advice, real estate investment strategies, tax optimization, retirement planning, and provident/insurance solutions. They emphasize building long-term, trust-based relationships with their clients.

Founded in

France