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Experts en Patrimoine
Experts en Patrimoine is a Paris multi-family office founded in 2014 by Philippe Darneau and Richard Houbron.
Experts en Patrimoine
Experts en Patrimoine was established in 2014 by Philippe Darneau and Richard Houbron. Their prior experience in management consulting and private wealth advisory forms the basis for the firm’s client work with entrepreneurs and executives. The firm executes across private equity, real estate, direct co-investments and fund-of-funds mandates. It maintains exposure to Circular Economy, ClimateTech, EdTech, Energy Transition & Renewables, Healthcare Services, Industrial Tech and Sports & Wellness. Geographic reach covers Europe and North America. No named portfolio holdings appear in public materials. Team size and total deployment figures remain undisclosed. The firm holds membership in AFFO, CNCGP and CFA Society France. Richard Houbron, CFA, spoke on financial strategy at a CFA Society France conference in 2026. February 2026 publications addressed the new tax on patrimonial holdings. The firm’s structure keeps legal, fiscal and investment partners independent while delivering coordinated oversight to clients. This separation distinguishes it from integrated single-provider family offices.
General information
Firm type
Multi Family Office
Year founded
2014
AUM
Undisclosed
Location
Region
Europe
Country
France
City
Paris
Corporate office
8 rue de l’Hôtel de Ville, 92200 Neuilly-sur-Seine, France
Principals
Philippe Darneau
Co-founder and Managing Partner
Richard Houbron
Co-founder and Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Experts en Patrimoine?
Philippe Darneau and Richard Houbron serve as co-founders and managing partners. Richard Houbron holds the CFA charter and has addressed financial strategy at CFA Society France events.
How does Experts en Patrimoine source proprietary deal flow?
The firm draws on long-standing relationships developed over more than twenty years in wealth advisory and management consulting. It coordinates independent legal, fiscal and financial partners rather than maintaining a single internal deal pipeline.
Is Experts en Patrimoine structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office serving multiple French and international families, entrepreneurs and executives. The firm does not function as a venture manager with dedicated funds or carried-interest vehicles.
Does Experts en Patrimoine participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments through SPVs. Public materials list private equity and real estate among active investment types.
Where does the underlying wealth come from?
The founders’ own capital and client relationships originate from careers in management consulting and private wealth advisory. No single industrial fortune or corporate exit is disclosed as the primary source.
What investment stages does Experts en Patrimoine typically target?
Materials do not specify stage preferences such as seed, growth or buyout. Focus areas include private equity, real estate and energy transition without stage restrictions stated.
How is Experts en Patrimoine related to its professional associations?
The firm is a member of AFFO and CNCGP. Richard Houbron maintains active participation in CFA Society France, including conference speaking engagements.
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