Version Patrimoine is an independent wealth management firm based in Bordeaux, France. Founded to provide an alternative to traditional banking networks, the company offers bespoke support for individuals, professionals, and business leaders. Their services encompass a holistic approach to wealth, including financial investments, real estate strategy, retirement planning, tax optimization, and wealth transfer. The firm prides itself on its independence, allowing it to select the best solutions from the market to meet the specific long-term objectives of its clients.

Founded in

France