The directory of wealth management professionals in France
Find the ideal advisor to manage, optimise and pass on your wealth: wealth management advisors, private banks, brokers, family offices, lawyers, asset management companies, notaries. Learn more
Find a wealth management expert in France for your financial, property and tax needs
Whether you are looking to understand and optimise your tax position in France, prepare for retirement, purchase or invest in French property, protect your family or diversify assets held across several countries, choosing a qualified wealth management adviser is an important step towards achieving your financial goals.
Managing your wealth in France can be particularly complex when you have international income, foreign investments, property abroad or family members living in different countries. French tax residency rules, investment products, inheritance law and retirement arrangements may differ significantly from those in your home country. A professional familiar with these issues can help you understand your options, anticipate the financial consequences of moving to France and develop a strategy suited to your personal circumstances.
For over 10 years, Experts du Patrimoine has helped individuals find wealth management professionals throughout France. Our directory is designed for French residents as well as expatriates, international families, non-residents who own assets in France and people preparing to relocate.
Each profile provides useful information about the professional’s expertise, services, geographical coverage, regulatory status and, where available, the languages spoken by their team. This allows you to compare professionals and identify an adviser capable of understanding both your objectives in France and the international aspects of your financial situation.
Whether you need assistance with French taxation, retirement planning, life insurance, property investment, financing, estate planning or the transfer of assets to the next generation, Experts du Patrimoine helps you find a professional suited to your needs, location and long-term plans.
Explore our wealth management glossary to better understand the key financial, tax and legal concepts you may encounter while living, investing or preparing your future in France. From French taxation and retirement planning to property investment and estate transfer, our clear definitions help you make informed decisions and communicate more confidently with wealth management professionals.
- Nouvelle-Aquitaine
- Bordeaux
- Provence-Alpes-Côte d'Azur
- Aix-en-Provence
Find a wealth management expert in France for your financial, property and tax needs
Wealth management in France covers a wide range of financial and personal matters, including savings, investments, property, retirement planning, taxation, inheritance and family protection. For international residents, expatriates and people planning to move to France, these matters can be particularly complex, especially when assets, income or family members are located in more than one country.
French tax rules, investment products, property laws and inheritance regulations may differ significantly from those in your home country. Seeking advice from a qualified professional can therefore help you understand the French system, assess the implications of becoming a French tax resident and make informed decisions based on your personal circumstances.
The Experts du Patrimoine directory is designed to help you find professionals operating across different areas of wealth management in France. It brings together wealth management advisers, insurance and mortgage brokers, life insurance specialists, property professionals, tax lawyers, chartered accountants and asset management companies on a single platform.
Each company profile provides detailed information about the firm’s areas of expertise, services, geographical coverage and, where available, the languages spoken by its advisers. Profiles may also include key regulatory and legal information.
Several checks are carried out to confirm that listed firms legally exist and are registered with the relevant French authorities. Where applicable, their professional status, registrations and regulatory authorisations may also be displayed. These details can help international clients better understand the qualifications and regulatory framework of the professionals they are considering.
Alongside its directory, Experts du Patrimoine provides educational resources to help you navigate wealth management in France. You can explore practical guides and consult a glossary of key French wealth management terms, including concepts that may not have a direct equivalent in other countries.
Whether you already live in France, are preparing to relocate or own assets in the country, Experts du Patrimoine can help you identify professionals suited to your needs. They may assist you with understanding French taxation, buying property, planning for retirement, structuring your investments, protecting your family or organising the transfer of your estate.
For cross-border matters, make sure the professional you choose has experience working with international clients and understands the rules applying both in France and in the other countries connected to your situation.
