Patrimony

The firm focuses on the four core pillars of French private-wealth management: family protection, creation and growth of assets, tax optimization, and intergenerational wealth transmission. Its public descriptions emphasize a diagnostic-first approach — mapping the entirety of a client's patrimonial situation before designing any strategy or recommending products.

Patrimony states that its principal advantage is not deep technical specialization or exclusive access to financial products, but an exhaustive analysis of client patrimonial data. The firm explicitly subordinates product selection to problem diagnosis — a sequencing that departs from firms that lead with intermediation or product distribution.

Yes. The firm provides a consolidated client portal that grants instant access to all household accounts and patrimonial data in a single view. The website promotes this as a central feature of the client experience, though no further technical details about aggregation methods or third-party integrations are publicly available.

No. Patrimony does not publish any assets-under-management figure, deployment total, or client-count statistic on its website. These metrics remain undisclosed across all commonly available public sources.

There is no public evidence that Patrimony belongs to a larger banking group, insurance network, or multi-family-office platform. The website presents the firm as an independent Lyon-based practice, listing a single office and no parent entity or institutional affiliation.