Optiméum Patrimoine
Family officeLyon
Investment thesis
Optiméum Patrimoine positions itself as an independent family office in Lyon acting as a single point of contact for clients' entire wealth. It emphasizes independence and the absence of conflicts of interest or proprietary product lines. Its four areas of expertise cover family office services, services for company directors (business sale, retirement, taxation, reinvestment), comprehensive wealth audits (assets, taxation, coverage), and transmission (donations, Dutreil arrangements, dismemberment, succession). It also serves international clients with assets abroad in the UK, US, and Europe.
Source: firm website, verified Aug 3, 2026.
What they invest in
from 1 of 1 portfolio companiesEnterprise Software ×1Future of Work ×1SaaS ×1
Investments · 1 tracked
founders shown can be your intro pathCalendly is a scheduling platform that integrates with Microsoft Teams to automatically generate and include Teams video conferencing links in calendar events.
Enterprise SoftwareFuture of WorkSaaS
Tope Awotona(Founder)
Frequently asked questions
- What sectors does Optiméum Patrimoine focus on?
- Optiméum Patrimoine focuses on Sector Agnostic.
- Where is Optiméum Patrimoine located?
- Optiméum Patrimoine is headquartered in Lyon, FR.
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