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Patrimoine Overview
Type
Multi Family Office
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.
Contact Information
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Marseille, France
Portfolio & Notable Allocations
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