AE Patrimoine is a wealth management consulting firm based in Paris, founded with the mission of providing independent, personalized, and long-term financial guidance. The company assists clients with the creation, development, and transmission of their wealth by offering a comprehensive range of services. These include financial investment advice, insurance brokerage, real estate investment strategies, and intermediation in banking services. As a registered Financial Investment Advisor (CIF), AE Patrimoine adheres to a strict regulatory framework, emphasizing a client-centric approach to achieve their financial objectives.

Founded in

France