Priveos
Independent wealth-planning advice for business leaders, investors and individuals in France
Highlights
- Young companyFounded 2023
- New on EvolcAdded 2026-11-09
About Priveos
PRIVEOS provides comprehensive wealth assessments and tailored strategies covering asset protection, tax and investment optimization, retirement planning and wealth transfer. It also supports implementation and follow-up.
The Paris-based firm charges fixed fees for its advisory work and says it does not receive commissions on financial products. Its registry founding date is 2023, and its services are presented in French.
Product: Fixed-fee wealth assessments, financial and legal planning, and implementation support.
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