Founded in 2006, Montaigne Patrimoine & Montaigne Conseil is an independent wealth management firm based in Paris. The company provides comprehensive and personalized financial advice to a clientele of private individuals, entrepreneurs, and professionals. Its core mission is to assist clients in building, managing, and passing on their assets through services that include financial investment advice, real estate investment strategies, retirement planning, tax optimization, and insurance brokerage. They emphasize a long-term, client-centric approach, leveraging their expertise and a network of partners to offer tailored solutions.

Founded in

France