Ethique et Patrimoine
Wealth management and investment advisory for business owners, private clients and French expatriates
Highlights
- New on EvolcAdded 2026-11-14
About Ethique et Patrimoine
Ethique et Patrimoine is an independent wealth management firm providing investment management, estate planning, tax optimization and legal support. It advises on reinvesting proceeds from company sales, including through the 150-0 B ter scheme, and on financial, real estate and private equity investments.
Its clients include business owners, private individuals and French residents abroad. The firm provides personalized advisory services and investment structuring.
Founded in 2014, the firm is headquartered in Paris. It reports serving clients across 12 countries and has a team of about 10 specialists.
Product: Personalized wealth management, investment structuring, tax and estate planning, and expatriate advisory services.
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Hosting
- AWSHigh confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.