Founded in 2004, ACFI ASSOCIES is an independent wealth management consulting firm (Conseil en Gestion de Patrimoine) operating in the west of France. The company provides a holistic approach to asset management for private individuals and business leaders, covering legal, tax, financial, and social security aspects. Its core services include financial investment advice, real estate investment strategies, insurance brokerage, retirement planning, and asset structuring to help clients build, manage, and transfer their wealth.

Founded in

France