Patrimmofi Gestion Privée

Patrimmofi Gestion Privée is a French wealth management firm that develops tailored strategies for individuals, families, business leaders and organisations. Its advisers serve clients including senior executives, company directors, entrepreneurs and liberal professionals, combining expertise with a close, personal approach. The firm says its recommendations are free from product quotas and constraints, allowing advisers to focus on solutions they believe suit each client’s circumstances and goals.

Its services cover wealth planning, financial and property investments, real estate financing and tax optimisation. Through its family office offering, Patrimmofi also supports business leaders, entrepreneurs, employees and organisations with bespoke asset portfolios, treasury management and access to a network of specialists. Other areas include prestige property and alternative investments, such as private equity, infrastructure, real assets, prestige assets and digital assets.

Patrimmofi reports more than 120 experts, €4 billion in assets under management and over 6,000 families advised. It serves clients across France, with offices in Biarritz, Dijon, Lyon, Montpellier, Nantes, Paris, Reims, Rennes and Toulouse.