Fidelia Patrimoine
Independent wealth management and financial planning for individuals and families in France
Highlights
- New on EvolcAdded 2026-11-15
About Fidelia Patrimoine
Fidelia Patrimoine advises individuals and families on wealth management, including investments, real estate, tax planning, retirement and estate transmission. It develops strategies based on clients’ personal, family and professional situations.
The independent firm offers advice and ongoing support, with remuneration described as balanced and transparent. Its founder created the Paris-based firm in 2010; Fidelia Patrimoine is a member of the CNCGP and is authorised for financial investment advice, insurance brokerage and real estate transactions.
Product: Independent wealth management and financial advisory services covering investments, real estate, tax planning, retirement and estate transmission.
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