Valdaine Patrimoine
Family office advising wealthy families and business owners on asset allocation, estate and tax structuring in France
Highlights
- Young companyFounded 2021
- New on EvolcAdded 2026-11-10
About Valdaine Patrimoine
Valdaine Patrimoine is a family office that advises private clients on the wealth, legal and tax organisation of their personal and professional affairs. Services cover asset allocation, delegated investment across asset classes, consolidated portfolio reporting, wealth engineering, family succession planning and treasury management for companies.
Clients include business leaders, private investors, families, personal holding companies, real estate companies and foundations. The company describes its model as independent advice, coordinating with banks, insurers, asset managers, lawyers and notaries, and does not present a product-based revenue model in the website text.
The company is registered in France as a SAS founded on 16 November 2021, with headquarters in Lyon. The website is in French.
Product: Family office and independent wealth advisory services: asset allocation, wealth engineering, succession planning, portfolio supervision and treasury optimisation.
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