Patrimoine Background & Overview Overview

General Information

Patrimoine is a multi-family office headquartered in Marseille. The firm provides tailored wealth management and advisory services to high-net-worth families, focusing on long-term capital preservation, succession planning, and strategic asset allocation. With a discreet approach, Patrimoine works closely with clients to address complex financial needs and intergenerational objectives—supports families in navigating evolving market environments and sustaining their legacy across generations.