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Services patrimoniaux et conseil en gestion de patrimoine indépendant

Wealth management advisory to structure, optimise and develop your financial and real estate assets over the long term.

A comprehensive and independent wealth approach

Every financial situation is unique.

We design tailor-made strategies integrating wealth analysis, taxation, real estate and financial investments, with a focus on consistency, performance and long-term sustainability.

Our advisory support is built for the long term, with a global and independent vision.

Wealth Advisory Services

Comprehensive financial assessment meeting

Our personalised wealth assessment provides a comprehensive analysis of your financial and tax situation, enabling the construction of a coherent strategy aligned with your objectives and long-term plans.

Support with No Fees

Retirement planning meeting with an independent wealth advisor

We support you in preparing for retirement by building sustainable supplementary income streams tailored to your personal situation, life horizon, and future objectives.

Support with No Fees

Estate planning consultation and wealth transfer preparation

We assist you in anticipating and organising the transfer of your assets, taking into account legal, tax and family considerations.
Protecting your loved ones and structuring your estate for the long term.

Support with No Fees

50, Avenue des Champs-Élysées, 75008 Paris

Wealth Advisor – Trade Register (R.C.S.) 925 371 734 Évreux

 

Real Estate Agency
Professional License No. CP1270122400000010

Credit Broker 

Banking and Payment Services Intermediary

Insurance Broker

Excellium Patrimoine

06 43 82 25 26

 

E-mail

contact@excelliumpatrimoine.com

QR Code to contact Excellium Patrimoine – Wealth Advisor

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