Family Patrimoine
Independent wealth advisory and private-office services for individuals and families managing their assets
Highlights
- New on EvolcAdded 2026-10-30
About Family Patrimoine
Family Patrimoine advises clients on wealth organisation and strategy, including legal, tax, inheritance, economic and financial matters. It offers consultations and ongoing support, including asset allocation and private wealth management.
The firm serves individuals and families, working with their existing advisers and a network of specialists. It is remunerated through fees or compensation linked to investments, as agreed with clients.
Founded in 2009, Family Patrimoine is based in Meylan and serves Grenoble, Lyon, the Rhône-Alpes region and Paris. It has 10–19 employees and participated in the creation of INSINIA, the private wealth division of Groupe Astoria.
Product: Wealth strategy, wealth organisation, private wealth management and financial asset allocation advice.
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