Founded in 2004 by Jérémy Valensi, VALENSI PATRIMOINE is an independent wealth management consulting firm ("cabinet de conseil en gestion de patrimoine indépendant") dedicated to providing personalized financial strategies for individuals and business leaders. The firm's mission is to offer tailored, long-term support across various domains including financial investments, life insurance, real estate, retirement planning, and contingency planning. They emphasize an independent and objective advisory approach to ensure their clients' interests are prioritized.

Founded in

France