Meffre Patrimoine is a wealth management advisory firm based in Marseille, France, serving individuals, professionals, and businesses. The firm provides guidance across personal finance and wealth planning, with services suited to a range of needs and budgets—from one-off consultations to ongoing support. Its advisers help clients consider how to structure and develop their assets, invest savings, manage taxation, finance projects, and prepare for retirement or the transfer of wealth.

The firm’s services include tax planning, real estate investment, financial placements, financing, business solutions, banking guidance, retirement planning, succession planning, and insurance. Its real estate offering includes access to a catalogue of more than 1,800 property programmes. Meffre Patrimoine also helps clients explore retirement savings options and insurance solutions for individuals, professionals, and companies. The firm emphasizes an approachable, human-focused method and encourages clients to plan ahead in order to pursue their goals with greater confidence. Based in Marseille’s 14th arrondissement, Meffre Patrimoine offers consultations and ongoing advice, supported by its team and online client resources.