What is "Les Experts du Patrimoine"?
Les Experts du Patrimoine is an independent platform that helps you find qualified professionals to manage, optimise and transfer your wealth in France. It brings together several thousand experts throughout the country, including wealth management advisers, lawyers, notaries, accountants, asset management companies and other specialists in financial, property, tax and estate-planning matters. Whether you already live in France, are planning to move here or own assets in the country, the directory can help you identify a professional suited to your circumstances and objectives.
The goal is simple: to provide an overall view of the market and make it easier to connect individuals with the right professionals, with full transparency. Unlike directories run by networks or professional bodies, the platform is open and is not limited to a single organisation.
Is using the site free of charge?
Yes, using the site is completely free of charge, both for individuals and for professionals. Browsing the directory, getting in touch with experts, and accessing content are all available free of charge, with no fees or commitment.
Professionals can also create their profile free of charge to increase their visibility. Lastly, participation in the Championnat des Experts du Patrimoine is also open to everyone, at no cost.
What is the difference between this directory and those of the CNCGP or ANACOFI?
What is the difference from the CNCGP or ANACOFI directories? Directories from professional bodies such as the CNCGP or ANACOFI list only their own members, mainly wealth management advisers. By contrast, Les Experts du Patrimoine offers a broader, independent view by bringing together professionals from different backgrounds, whether or not they are affiliated with an organisation.
You will find not only wealth management advisers, but also more notaries, lawyers, chartered accountants, and asset management companies. The goal is simple: to give you a complete view of the market and enable you to find the expert best suited to your situation, without limiting you to a single network.
How do you ensure the reliability of the listed experts?
Security is our priority. For each regulated professional (wealth management adviser, broker), we systematically verify the validity of their ORIAS number. For liberal professions (lawyers, chartered accountants), we ensure they are registered with their respective professional body. To find out more: How companies are verified in the Experts du Patrimoine directory
How do I find the expert best suited to my needs?
Use our search engine by issue. Rather than searching for a profession (e.g., “banker”), search by need: “Business sale”, “Tax optimisation”, “Wealth transfer”, or “Retirement”. We will then suggest the most relevant profiles. An interactive map of France is also available.
Can I contact several experts at the same time?
Yes, you can reach out to several professionals to compare their approaches. Wealth management is a matter of trust; it is often helpful to speak with two experts before committing.
How does your wealth assessment tool work?
The wealth assessment offered on Les Experts du Patrimoine is a simple, fast, and completely free tool that gives you an initial clear view of your financial situation. In just a few minutes, you answer several key questions about your income, savings, goals, and investment horizon.
Based on this information, you receive an initial personalised analysis to identify the strengths of your wealth, any potential areas to watch, and possible optimisation opportunities. It is a concrete first step to structure your wealth strategy, with no commitment.
This assessment is designed to guide you, but also to help you start a more meaningful conversation with a professional. You can then, if you wish, be put in touch with a qualified expert listed in the directory, to explore this analysis further and take action under the best possible conditions.
I am a professional—how can I be listed in the directory?
Simply click the “Registrations” tab and complete your application. After verification of your regulatory authorisations (ORIAS, professional cards), your profile will be published, accessible to visitors, and you will be able to take part in the next Championship.
Why should my firm be present on your site?
Every day, individuals and business owners are actively looking for a professional to support them in managing their wealth. Being present on Les Experts du Patrimoine means capturing that demand at the very moment it arises.
The platform helps you gain visibility with a qualified audience, showcase your expertise, and develop an additional acquisition channel, without any sales effort. Your profile becomes a true digital showcase, accessible at all times.
And above all, registration is free of charge, with no commitment, with a simple goal: to connect you with prospects who are genuinely looking for an expert
What is the "Championnat des Experts du Patrimoine"?
It is a unique event that we organise to energise the profession. Experts challenge one another on their technical, tax, and wealth management knowledge. For you, it is a valuable indicator: an expert who takes part is an expert who keeps their knowledge up to date.
Search for a wealth management advisor among the 3 29 firms in the directory.
