# SARL Patrimoine Courtage

- **Website:** <https://patrimoine-courtage.com>
- **Primary alias:** `patrimoine-courtage.com`

## Description

Patrimoine Courtage is an independent French wealth advisory firm that has been helping clients explore investment opportunities since 1987. The firm takes a broad view of personal and professional finances, combining investment guidance with wealth planning and long-term support tailored to clients’ circumstances. It reports serving 350 clients and advising on more than €30 million in assets.

Its services cover financial and property investments, retirement saving, tax planning, protection, financing and wealth transfer. Financial solutions include life insurance, capitalisation contracts, PEA plans, retirement products and private investment funds. Property options include furnished rentals, SCPI funds, co-investment, bare ownership, property transactions and real estate tax strategies. Patrimoine Courtage also advises on business-owner needs, including company cash management, employee savings arrangements and SCPI usufruct.

The firm begins by analysing each client’s wealth position, then provides written, personalised recommendations. Its independent approach is intended to support impartial advice, while ongoing follow-up can take account of changes in clients’ family and professional lives.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/sarl-patrimoine-courtage)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idQKv-7Wbx/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793527948780)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Amber | #ffc107 | accent |
| Outer Space | #32373c | dark |
| White | #ffffff | light |

## Fonts

- Work Sans — asset _(google)_
- Work Sans — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idQKv-7Wbx/w/1491/h/855/idWC3i9_8N.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793527948605)

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_Source: <https://brandfetch.com/patrimoine-courtage.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._