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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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