Experts en patrimoine is a family office - multi based in Paris, France, founded in 2014. Verified contact details, AUM data, and investment preferences on FindLPs.
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.
Investment types: Long-Term Investments, Private Equity, Structured Equity, Venture Capital
Sectors & themes: Capital Markets, Charitable Investments, Commercial Property Acquisition & Development, Debt Management, Diversified Finance Consulting, Equity/Mutual Funds, ETFs, Fixed Income/Debt Securities, Investment Management, IPO Stocks, Legal & Tax Services, Money Market Securities, Multi-Asset Investing, Options Trading, Real Assets, Retirement Planning, Superannuation/Pension Funds, Trust Management, Wealth & Estate Planning, Alternative Investments, Finance, Financial Services, High-Level Sectors, Non-Profit, Real Estate, Real Estate Investment & Development, Traditional Investments (Liquid Assets)
Preferred geographies: Europe
Location: 7 rue Magdebourg\nParis\n75016\nFrance
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.