Founded in 2017, Venise Patrimoine is an independent wealth management firm based in the Haute-Savoie region of France. The company offers a holistic and personalized approach to asset management for individuals and professionals. Its core mission is to assist clients in achieving their financial goals through strategic advice covering financial investments, real estate, retirement planning, foresight, and wealth transfer. As a regulated entity, it is registered as a Financial Investment Advisor (CIF), insurance broker, and an intermediary in banking operations.

Founded in

France