Patrimovie

Patrimovie is a French wealth management firm dedicated to independent professionals, including doctors, nurses, physiotherapists and dentists. It helps clients develop long-term financial strategies, from setting up their professional activity through to retirement, with advice tailored to their circumstances and goals.

Its services cover investment planning, tax optimization and insurance brokerage. The firm assesses each client’s situation to identify suitable investment options, which may include life insurance, retirement savings plans and capitalization products. It also advises on professional structures, remuneration and savings solutions to support tax planning. Through its brokerage service, clients can compare more than 40 insurance contracts, including coverage for income protection, health, retirement and loans, with options negotiated for liberal professionals under the Madelin framework.

Patrimovie says it is independent of insurers and works with specialists including notaries, accountants, tax lawyers and wealth engineers. The firm highlights transparent pricing, including no exit or arbitration fees, and reports serving more than 300 satisfied clients.