Experts en patrimoine

Multi Family Office (MFO)Paris, FranceFounded 2014
Paris
Headquarters

About Experts en patrimoine

Experts en patrimoine is a wealth management consultancy for wealth owners and entrepreneurs. The company is based on a DNA of respect for its customers, independence and professional requirements. Organized around two pillars (private management and family office), it aims to answer all your patrimonial questions: patrimonial structures, taxation, asset allocation, financial performance, transmission, governance.

Preferred Investment Types

Long-Term InvestmentsPrivate EquityStructured EquityVenture Capital

Preferred Sectors & Themes

Capital MarketsCharitable InvestmentsCommercial Property Acquisition & DevelopmentDebt ManagementDiversified Finance ConsultingEquity/Mutual FundsETFsFixed Income/Debt SecuritiesInvestment ManagementIPO StocksLegal & Tax ServicesMoney Market SecuritiesMulti-Asset InvestingOptions TradingReal AssetsRetirement PlanningSuperannuation/Pension FundsTrust Management

Preferred Geographies

Europe

Explore similar limited partners

Browse more multi family office (mfo)s and other institutional investors by location and type in the LPbacked limited-partner database.

Frequently asked questions

What type of investor is Experts en patrimoine?

Experts en patrimoine is a multi family office (mfo) based in Paris, France.

Where is Experts en patrimoine headquartered?

Experts en patrimoine is headquartered in Paris, France.

When was Experts en patrimoine founded?

Experts en patrimoine was founded in 2014.

What does Experts en patrimoine invest in?

Experts en patrimoine focuses on Long-Term Investments, Private Equity, Structured Equity, Venture Capital, Capital Markets, Charitable Investments, Commercial Property Acquisition & Development, Debt Management.

How can I contact Experts en patrimoine?

Verified contact details, key decision-makers, and investment preferences for Experts en patrimoine are available on LPbacked. Create a free account to access them.