Efi Patrimoine
Wealth advisory for business leaders, families and individuals in France: asset structuring, protection, retirement
Highlights
- New on EvolcAdded 2026-11-02
About Efi Patrimoine
EFI Patrimoine is a French wealth advisory firm. It advises business leaders, families and individuals on structuring, growing and transferring their assets. Its service areas include investment allocation, social protection (health, disability and key-person insurance, and employee savings schemes), asset organisation, retirement planning, and a family office offering that covers multi-disciplinary advice and administrative management.
The clients are company directors, families and private individuals.
The company is registered in France as a SAS, founded on 27 December 2012, with its registered seat in Change.
Product: Wealth advisory and family office services covering investment, social protection, asset organisation and retirement.
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