Inari Patrimoine

Inari Patrimoine is an independent wealth management firm based in Clermont-Ferrand and La Clayette, serving clients across Auvergne and Burgundy. It supports self-employed professionals, business owners, executives and employees who want to protect, grow or pass on their wealth. The firm emphasizes independent advice: it offers no in-house products and has no ties to a bank or insurer, enabling recommendations tailored to each client’s interests and circumstances.

Its services cover tax optimization, retirement planning, real estate investment, financial investments and wealth transfer. Advice is designed for a range of needs, including the tax and pension considerations of self-employed healthcare professionals, business owners’ remuneration and preparation for a company sale, employee savings, succession planning and spousal protection. Inari Patrimoine highlights clear explanations of fees and strategies, a dedicated adviser and ongoing reviews as clients’ circumstances change. The firm also publishes articles on financial and tax topics. A complimentary, no-obligation initial consultation helps clients review their situation and identify possible next steps.