For 20 years, Agence Française du Patrimoine has been guiding entrepreneurs, senior executives, self-employed professionals, and their families in the structuring, management, and development of their private and professional wealth.
Our employees and partners have worked for many years in international banking institutions. Their former positions in high-responsibility roles have enabled them to acquire significant expertise.
Furthermore, we develop, with complete independence and within an international framework, privileged and evolving partnerships with banks and insurance companies recognized for their excellence.
These years of experience have led us to solidify our activities around constant values (and in compliance with our charter) for the benefit of our clientele:
Our value proposition is thus structured around:
1 à 5 ans
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Agence Française du Patrimoine is registered with ORIAS in the following categories: CIF, COA and MOBSP. This means the company is able to operate in the following areas: CIF : Financial Investment Advisor, authorized to make recommendations on financial instruments and investment solutions in compliance with the applicable regulatory framework COA : Insurance or Reinsurance Broker, able to present, propose, or assist in concluding insurance contracts tailored to the client's situation MOBSP : Banking and Payment Services Intermediary Agent, acting under the authority of an authorized intermediary
Agence Française du Patrimoine is a member of the professional association CNCGP.
Agence Française du Patrimoine thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
