L'instant Patrimoine is an independent wealth management consulting firm based in Paris, France. The company's mission is to provide tailor-made support to its clients for the creation, development, and transmission of their wealth. It operates on a model of independence from banks and insurance companies, allowing it to offer objective advice across a wide range of financial products, including life insurance, retirement savings plans, real estate investments, and private equity. The firm emphasizes a holistic and long-term approach to asset management for individuals and professionals.

Founded in

France