Maison des Patrimoines
Independent wealth management advice for individuals, families, professionals and expatriates in France
Highlights
- New on EvolcAdded 2026-11-10
About Maison des Patrimoines
Maison des Patrimoines is an independent wealth management advisory firm offering personalized advice on investments, insurance, retirement planning, tax optimization and property investment. Services include portfolio audits and online second opinions.
It advises individuals, families, self-employed professionals and expatriates, and supports clients through consultations and ongoing follow-up. Recommendations may involve SCPI, life insurance, retirement savings plans, real estate and other investment products.
The registered headquarters is in Toulon. The firm also presents locations in Villefranche-sur-Saône and says it serves clients throughout France, in person or by video. Its founder states that the practice began in 2018, initially based in Cholet.
Product: Personalized wealth management advice, patrimonial audits and investment recommendations.
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