Office Patrimoine
Wealth management and investment advice for individuals, families and business owners in Amiens
Highlights
- New on EvolcAdded 2026-11-11
About Office Patrimoine
Office Patrimoine provides wealth management advice and recommends financial and property investments. Services include portfolio review, tax planning, retirement preparation, succession planning and protection for spouses.
Its clients include families, young professionals, business owners, executives and liberal professionals. It earns fees for advisory work and commissions on implemented solutions.
The Amiens-based firm was founded in 2020 and succeeded the Génération & Patrimoine practice, founded in 2005. Its capital is wholly owned by its managing partners, and it is a member of the CNCGP.
Product: Personalized wealth management advice, investment recommendations, tax planning and retirement and succession planning.
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Website technologies
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- Integration code on pageinline script loader
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.