Consortium Patrimoine
Private wealth advisory for individuals and businesses, including investment, tax and succession planning
Highlights
- New on EvolcAdded 2026-11-13
About Consortium Patrimoine
Consortium Patrimoine advises individuals and businesses on wealth creation, management and transfer, combining wealth engineering with investment strategy.
Services for individuals include tax optimisation, property and financial investments, retirement planning and inheritance. For businesses, it offers employee savings, cash investment, insurance, succession support and strategic planning.
The company is based in Lyon, France, and was founded in 2018. It works with clients in France and abroad and cooperates with clients’ other advisers.
Product: Private wealth management and investment strategy advisory for individuals and businesses.
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