Frequently Asked Questions (FAQ)

What is " Les Experts du Patrimoine » ?

Les Experts du Patrimoine is an independent platform that allows you to easily find qualified professionals to assist you in managing your wealth. It brings together several thousand experts across France — wealth management advisors, lawyers, notaries, chartered accountants, or asset management companies.

The objective is simple: to offer a comprehensive view of the market and to facilitate connections between individuals and the right professionals, with complete transparency. Unlike directories of networks or professional chambers, the platform is open and not limited to a single organization.

Is the use of the site free?

Yes, using the site is completely free of charge, both for individuals and professionals. Consulting the directory, connecting with experts, and accessing content are freely accessible, without fees or commitments.

Professionals can also create their profile free of charge to increase their visibility. Finally, participation in the Championnat des Experts du Patrimoine is also open to all, at no cost.

What is the difference between this directory and those of CNCGP or ANACOFI?

What is the difference compared to the directories of CNCGP or ANACOFI? The directories of professional chambers such as CNCGP or ANACOFI list only their own members, mainly wealth management advisors. In contrast, Les Experts du Patrimoine offers a broader and independent perspective by bringing together professionals from various backgrounds, whether affiliated or not with an organization.

You will find not only CGPs but also more notaries, lawyers, chartered accountants, and asset management companies. The goal is simple: to provide you with a complete market overview and to 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 (CGP, broker), we systematically verify the validity of their ORIAS number. For liberal professions (lawyers, chartered accountants), we confirm their registration with their respective professional body. For more information: How companies are verified on the Experts du Patrimoine directory.

How can I find the expert 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 optimization,' 'Succession,' or 'Retirement.' We will then suggest the most relevant profiles. An interactive map of France is also available to you.

Can I contact multiple 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 useful 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 allows you to obtain a clear initial view of your financial situation. In a few minutes, you answer several key questions about your income, savings, objectives, and investment horizon.

Based on these elements, a personalized preliminary analysis is provided to identify the strengths of your assets, any potential issues, and possible optimization paths. This is a concrete first step to structure your wealth management strategy, without any commitment.

This assessment is intended to guide you but also to help you initiate a more relevant discussion with a professional. You can then, if you wish, be put in touch with a qualified expert listed in the directory to deepen this analysis and take action under the best conditions.

I am a professional, how can I appear in the directory?

Simply click on the " Registrations " tab and fill out your file. After verifying your regulatory approvals (ORIAS, professional cards), your profile will be published, accessible to visitors, and you will be able to participate in the next Championship.

Why should my firm be listed on your site?

Every day, individuals and business owners actively seek a professional to assist them with managing their assets. Being present on Les Experts du Patrimoinemeans capturing this demand at the moment it arises.

The platform allows you to boost your visibility with a qualified audience, showcase your expertise, and develop an additional acquisition channel without commercial effort. Your profile becomes a true digital showcase accessible continuously.

And above all, registration is free, with no commitment, with a simple goal: to connect you with prospects genuinely seeking an expert.

What is the "Championnat des Experts du Patrimoine"?

It is a unique event that we organize to energize the profession. Experts challenge each other on their technical, tax, and asset management knowledge. For you, it is a valuable indicator: an expert who participates is an expert who keeps their knowledge up to date.