# MH Conseil et Patrimoine

MH Conseil et Patrimoine is a Bank / Wealth / Trust based in France.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** France
- **Region:** Europe
- **Address:** France
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** mh-conseil-patrimoine.fr
- **LinkedIn:** https://linkedin.com/company/mmconseilpatrimoine

## Regulatory record

- **Reports private funds:** No

## About

MH Conseil et Patrimoine is a French wealth management firm with a focus on European markets. It offers investment and financial planning services to clients.

## Questions

### What is the regulatory status of MH Conseil et Patrimoine in France?

As a conseil en gestion de patrimoine (CGP), the firm operates under a regulated advisory framework distinct from banks and insurers. CGP status requires registration with the relevant French authorities and adherence to the Code monétaire et financier. This imposes a multidisciplinary diagnostic obligation on the firm, legally requiring it to assess a client's full financial picture before making specific product recommendations. The model is centered on fee-based independence rather than commission-driven distribution.

### Which asset classes feature most prominently in the firm's advisory approach?

The approach is structured around the traditional pillars of French wealth management: assurance-vie, real-estate investment vehicles, listed financial instruments, and private-equity placements eligible for tax relief. Tax optimization, particularly through the Pacte law framework and related instruments, is a recurring theme in how French CGPs structure allocations. The firm's advisory process begins with a comprehensive wealth diagnostic that informs the weighting of these asset classes.

## Related profiles

- [MHC Digital Group](https://altss.com/profile/mhc-digital-group)
- [Mhpf](https://altss.com/profile/mhpf)

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Last updated: 2026-06-03T20:00:00.000Z

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