dap patrimoine is an independent wealth management consulting firm (Cabinet de Conseil en Gestion de Patrimoine) based in France. The company provides comprehensive advisory services to individuals and professionals to help them structure, develop, and manage their personal and professional assets. Their expertise covers a wide range of areas including financial investments, real estate strategies, retirement planning, tax optimization, and succession planning. Registered as a Financial Investment Advisor (CIF) and insurance broker, dap patrimoine aims to provide tailored, long-term strategies to meet the specific financial goals of its clients.

Founded in

Belgium