Founded in 2008, Mon Conseiller Patrimoine is an independent wealth management consulting firm (cabinet de conseil en gestion de patrimoine) based in Paris. The company provides personalized support and independent advice to individuals and professionals on a wide range of financial matters, including financial investments, real estate investment strategies, tax optimization, retirement planning, and insurance solutions. Their mission is to offer tailored, long-term strategies to help clients build, manage, and transfer their wealth.

Founded in

France