Pragmata Patrimoine is an independent wealth management consulting firm ("cabinet en gestion de patrimoine indépendant") located in the Bordeaux region of France. The company provides a holistic approach to managing and growing its clients' assets, focusing on personalized strategies tailored to individual goals. Its core services include financial investment advising (CIF), insurance and reinsurance brokerage, real estate transactions, and non-exclusive banking and payment services. The firm's mission is to offer objective and comprehensive support across all aspects of a client's wealth, including financial investments, real estate projects, and legal and tax optimization.

Founded in

France