Experts en patrimoine
Family officeParis · 2 people tracked
Investment thesis
Experts en patrimoine is a multi-family office and private wealth management structure founded in 2014, built on integrity and professional rigor. It serves families, business leaders and entrepreneurs with bespoke, proactive and personalized services, combining deep wealth advisory with expertise in financial markets and asset management. Having navigated several stock market crises, the firm favors a balanced, long-term approach to wealth management, distinguishing itself from standardized market practices. Beyond private wealth management, it offers holistic 360-degree multi-family office services and specialized advisory for company directors and entrepreneurs facing specific patrimonial challenges.
Source: firm website, verified Aug 3, 2026.
Team · 2 people
from the firm's websiteCo-founder of Experts en patrimoine with over 20 years of experience managing his own and clients' wealth, holding qualifications spanning engineering, business school, postgraduate studies, CFA and wealth management masters.
Co-founder of Experts en patrimoine with more than 20 years of experience in wealth management and advising executives and entrepreneurs, backed by multiple academic and professional credentials.
Frequently asked questions
- What sectors does Experts en patrimoine focus on?
- Experts en patrimoine focuses on Sector Agnostic.
- Where is Experts en patrimoine located?
- Experts en patrimoine is headquartered in Paris, FR.
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