{"id":17629,"date":"2026-01-04T15:37:16","date_gmt":"2026-01-04T14:37:16","guid":{"rendered":"https:\/\/www.experts-du-patrimoine.fr\/acerca-de\/"},"modified":"2026-08-11T15:40:53","modified_gmt":"2026-08-11T14:40:53","slug":"acerca-de","status":"publish","type":"page","link":"https:\/\/www.experts-du-patrimoine.fr\/es\/inicio\/acerca-de\/","title":{"rendered":"Acerca de"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"17629\" class=\"elementor elementor-17629 elementor-7058\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-51e7572 e-con-full e-flex e-con e-parent\" data-id=\"51e7572\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1ce4e89 elementor-widget elementor-widget-template\" data-id=\"1ce4e89\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"section\" data-elementor-id=\"17869\" class=\"elementor elementor-17869 elementor-16988 elementor-16988\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-b22c9cc e-flex e-con-boxed e-con e-parent\" data-id=\"b22c9cc\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-84fe2bc elementor-widget__width-initial afficher-si-titre-vide elementor-widget elementor-widget-heading\" data-id=\"84fe2bc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Acerca de<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-dbf2678 elementor-widget__width-initial edp-synthese elementor-widget elementor-widget-text-editor\" data-id=\"dbf2678\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\tExperts du Patrimoine es un directorio especializado que enumera a m\u00e1s de 3.500 profesionales de la gesti\u00f3n de patrimonio en Francia y Europa. Gracias a su motor de b\u00fasqueda, perfiles detallados y contenido educativo, la plataforma permite a particulares y l\u00edderes empresariales identificar f\u00e1cilmente al asesor m\u00e1s adecuado para sus objetivos de inversi\u00f3n, optimizaci\u00f3n fiscal, planificaci\u00f3n de la jubilaci\u00f3n o necesidades de transmisi\u00f3n patrimonial.  \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-90c6db1 bloc-a-masquer elementor-widget elementor-widget-heading\" data-id=\"90c6db1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Actualizado el agosto 2026 \u2014 Escrito por <a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/inicio\/acerca-de\/\"><span style=\"color:#F0CD51FF\">Les Experts du Patrimoine<\/span><\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22b2dd4 elementor-widget elementor-widget-breadcrumbs\" data-id=\"22b2dd4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"breadcrumbs.default\">\n\t\t\t\t\t<p id=\"breadcrumbs\"><span><span><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/\">Inicio<\/a><\/span><\/span><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"unlimited-elements-background-overlay\" data-forid=\"b22c9cc\" data-location=\"back\" style=\"display:none\">\n\t\t\t<template>\n\t\t\t<!-- start Masks &amp; Patterns Background --> <style>#uc_masks_patterns_bg_addon16829 .ue_background_mask{--mask:url(\"data:image\/svg+xml,%3csvg fill='%230C182E' viewBox='0 0 1920 1440' preserveAspectRatio='xMinYMin slice' xmlns='http:\/\/www.w3.org\/2000\/svg' %3e%3cg%3e%3cpolygon points='1149.1%2c0 0%2c0 0%2c1440 686.1%2c1440 '\/%3e%3c\/g%3e%3cpolygon points='1574.1%2c1440 1920%2c1440 1920%2c364.4 '\/%3e%3cg%3e%3cpolygon points='1574.1%2c1440 1920%2c1440 1920%2c364.4 '\/%3e%3c\/g%3e%3c\/svg%3e\")}#uc_masks_patterns_bg_addon16829 .ue_background_mask{position:absolute;top:0px;left:0px;width:100%;height:100%;background-image:var(--mask)}@media only screen and (max-width:767px){}<\/style> <div id=\"uc_masks_patterns_bg_addon16829\"><div class=\"ue_background_mask\"><\/div><\/div> <script type=\"text\/javascript\"  id=\"ue_script_masks_patterns\">\n\n\/* Masks & Patterns Background scripts: *\/ \n\njQuery(document).ready(function(){\nfunction uc_masks_patterns_bg_addon16829_start(){\n\t\t\t\n\t\t\n  var objWidget = jQuery(\"#uc_masks_patterns_bg_addon16829\");\n  var objParent = objWidget.parent();\n  var dataLocation = objParent.data(\"location\");\n \n  \/\/fix for bg location\n  function initFixForBgLocation(){\n    var objWidget = jQuery(\"#uc_masks_patterns_bg_addon16829\");\n    var objParent = objWidget.parent();\n    \n    if(!objParent || objParent.length == 0)\n      return(false);\n    \n        var dataLocation = objParent.data(\"location\");\n   \n    if(!dataLocation || dataLocation != \"back\")\n      return(false);\n     \n    \n    var objMainHolder = objParent.parent();\n     \n    if(!objMainHolder || objMainHolder.length == 0)\n      return(false);\n    \n    \/\/adjust z-index for UE bg overlay    \n    objParent.css(\"z-index\", 1);\n    \n    \/\/adjust z-index for Elementor MAin Container where both overlay are located\n    var initialZIndex = objMainHolder.css(\"--z-index\");\n    \n    if(!initialZIndex || initialZIndex == \"\" || initialZIndex == \"revert\" || initialZIndex < 1 || initialZIndex == \"auto\")\n      objMainHolder.css(\"--z-index\", 1);\n  }\n\n  \/\/init fix\n  initFixForBgLocation();\n    \t\n}if(jQuery(\"#uc_masks_patterns_bg_addon16829\").length && !jQuery(\"#uc_masks_patterns_bg_addon16829\").parents('[data-elementor-type=\"popup\"]').length) uc_masks_patterns_bg_addon16829_start();\n\tjQuery( document ).on( 'elementor\/popup\/show', (event, id, objPopup) => {\n\tif(objPopup.$element.has(jQuery(\"#uc_masks_patterns_bg_addon16829\")).length) uc_masks_patterns_bg_addon16829_start()});\n});\n\t\t\t\n<\/script> <!-- end Masks & Patterns Background -->\t\t\t<\/template>\n\t\t<\/div>\n\t\t\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ba07875 e-flex e-con-boxed e-con e-parent\" data-id=\"ba07875\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-cbf4541 e-con-full e-flex e-con e-child\" data-id=\"cbf4541\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-81258fb e-con-full e-flex e-con e-child\" data-id=\"81258fb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-25e410b e-con-full e-flex e-con e-child\" data-id=\"25e410b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-379a9f4 elementor-widget elementor-widget-text-editor\" data-id=\"379a9f4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p><strong>Encontrar al profesional adecuado en gesti\u00f3n patrimonial suele ser m\u00e1s dif\u00edcil de lo que parece. Entre bancos privados, firmas independientes, sociedades gestoras de activos, family offices, abogados fiscalistas, notarios y especialistas en inversi\u00f3n inmobiliaria, los particulares se enfrentan a una oferta especialmente amplia y, en ocasiones, dif\u00edcil de comprender.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-00e985a e-con-full e-flex e-con e-child\" data-id=\"00e985a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fd29662 elementor-widget elementor-widget-counter\" data-id=\"fd29662\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Profesionales<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\"><\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"3500\" data-from-value=\"0\" data-delimiter=\" \">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c7111fe elementor-widget elementor-widget-counter\" data-id=\"c7111fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Gu\u00edas y Fichas Pr\u00e1cticas<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\">+<\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"2000\" data-to-value=\"200\" data-from-value=\"0\" data-delimiter=\" \">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f0e2219 elementor-widget elementor-widget-counter\" data-id=\"f0e2219\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"counter.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-counter\">\n\t\t\t<div class=\"elementor-counter-title\">Definiciones de Patrimonio<\/div>\t\t\t<div class=\"elementor-counter-number-wrapper\">\n\t\t\t\t<span class=\"elementor-counter-number-prefix\">+<\/span>\n\t\t\t\t<span class=\"elementor-counter-number\" data-duration=\"150\" data-to-value=\"150\" data-from-value=\"0\" data-delimiter=\" \">0<\/span>\n\t\t\t\t<span class=\"elementor-counter-number-suffix\"><\/span>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-587fe0a elementor-widget elementor-widget-text-editor\" data-id=\"587fe0a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Una iniciativa impulsada por especialistas del sector<\/h2><p>Experts du Patrimoine es un proyecto desarrollado por el grupo <a href=\"https:\/\/www.sand360.fr\/\">SAND 360<\/a>, fundado por <a href=\"https:\/\/www.linkedin.com\/in\/jean-baptiste-sicard-charles\/\">Jean-Baptiste Sicard<\/a> y <a href=\"https:\/\/www.linkedin.com\/in\/antoineroger\/\">Antoine Roger<\/a>.<\/p><p>Desde hace m\u00e1s de diez a\u00f1os, sus fundadores acompa\u00f1an a los profesionales de la gesti\u00f3n patrimonial, la inversi\u00f3n y las finanzas a trav\u00e9s de diferentes medios y plataformas especializadas:<\/p><ul><li><p><a href=\"https:\/\/www.agencesand.fr\/\">Agence SAND<\/a>, especializada en comunicaci\u00f3n financiera y patrimonial;<\/p><\/li><li><p><a href=\"https:\/\/fibee.fr\/\">Fibee<\/a>, una plataforma dedicada a la informaci\u00f3n financiera, el an\u00e1lisis de los mercados y la inversi\u00f3n;<\/p><\/li><li><p><a href=\"https:\/\/www.patrissimo.fr\/\">Patrissimo<\/a>, una plataforma educativa dedicada a comprender y comparar soluciones patrimoniales;<\/p><\/li><li><p>Experts du Patrimoine, el directorio especializado de profesionales del patrimonio.<\/p><\/li><\/ul><p>Esta relaci\u00f3n hist\u00f3rica con los profesionales del sector ha puesto de manifiesto una realidad sencilla: muchos particulares todav\u00eda tienen dificultades para identificar al interlocutor adecuado cuando buscan asesoramiento patrimonial.<\/p><p>El directorio fue creado para responder a esta necesidad mediante un entorno estructurado, transparente y accesible.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b2bcb43 elementor-widget elementor-widget-testimonial\" data-id=\"b2bcb43\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"testimonial.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-wrapper\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-content\">\u00abLos profesionales de la gesti\u00f3n patrimonial siguen siendo demasiado poco conocidos por el gran p\u00fablico, a pesar de que desempe\u00f1an un papel esencial en el acompa\u00f1amiento de particulares, empresarios, directivos y familias. Nuestro objetivo es que todos puedan identificar r\u00e1pidamente al profesional m\u00e1s adecuado para su situaci\u00f3n y sus necesidades.\u00bb<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-testimonial-meta elementor-has-image elementor-testimonial-image-position-aside\">\n\t\t\t\t<div class=\"elementor-testimonial-meta-inner\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-image\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" data-cimo-lqip-src=\"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/06\/Antoine-ROGER-2.webp\" data-cimo-lqip-srcset=\"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/06\/Antoine-ROGER-2.webp 1086w, https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/06\/Antoine-ROGER-2-294x300.webp 294w, https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/06\/Antoine-ROGER-2-1002x1024.webp 1002w, https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/06\/Antoine-ROGER-2-768x785.webp 768w\" decoding=\"async\" width=\"1086\" height=\"1110\" src=\"data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAoAAAAKCAQAAAAnOwc2AAAAEElEQVR42mNY7YAJGYayIAC+j1vNcYFBWAAAAABJRU5ErkJggg==\" class=\"attachment-full size-full wp-image-13753\" alt=\"Antoine ROGER Co-Fondateur Experts du Patrimoine\" srcset=\"\" sizes=\"(max-width: 1086px) 100vw, 1086px\" \/>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-details\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-name\">Antoine ROGER<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-job\">Cofundador<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-df7cff3 elementor-widget elementor-widget-text-editor\" data-id=\"df7cff3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>M\u00e1s de 3.500 profesionales incluidos<\/h2><p>El directorio re\u00fane actualmente a m\u00e1s de 3.500 profesionales pertenecientes a diferentes categor\u00edas:<\/p><ul><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/categorie\/asesor-de-gestion-patrimonial-cgp\/\">asesores en gesti\u00f3n patrimonial<\/a> (CGP);<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/categorie\/asesor-en-inversiones-financieras-cif\/\">asesores en inversiones financieras<\/a> (CIF);<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/categorie\/banca-privada\/\">entidades de banca privada<\/a>;<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/categorie\/family-office\/\">family offices<\/a>;<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/categorie\/sociedad-gestora-de-activos\/\">sociedades gestoras de activos<\/a>;<\/p><\/li><li><p>corredores;<\/p><\/li><li><p>agentes de seguros;<\/p><\/li><li><p>abogados;<\/p><\/li><li><p>notarios;<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/categorie\/inmobiliaria\/\">profesionales de la inversi\u00f3n inmobiliaria<\/a>.<\/p><\/li><\/ul><p>Estos profesionales pueden intervenir en numerosas cuestiones patrimoniales, entre ellas:<\/p><ul><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/servicios\/optimizacion-fiscal\/\">la optimizaci\u00f3n fiscal<\/a>;<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/servicios\/planificacion-de-la-jubilacion\/\">la preparaci\u00f3n de la jubilaci\u00f3n<\/a>;<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/servicios\/transmision-patrimonial\/\">la transmisi\u00f3n patrimonial<\/a>;<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/productos-de-inversion-ofrecidos-por-expertos-en-gestion-de-patrimonio\/\">los productos y las inversiones financieras<\/a>;<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/categorie\/inmobiliaria\/\">la inversi\u00f3n inmobiliaria<\/a>;<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/servicios\/proteccion-del-patrimonio\/\">la protecci\u00f3n de la familia y del patrimonio<\/a>;<\/p><\/li><li><p>el acompa\u00f1amiento de <a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/clientela\/propietarios-de-empresas\/\">empresarios y directivos<\/a>;<\/p><\/li><li><p>la estructuraci\u00f3n patrimonial de las <a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/clientela\/profesiones-liberales\/\">profesiones liberales<\/a>.<\/p><\/li><\/ul><h2>Un motor de b\u00fasqueda dise\u00f1ado para encontrar al profesional adecuado<\/h2><p>El sitio ofrece un <a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/empresas\/\">motor de b\u00fasqueda<\/a> que permite identificar r\u00e1pidamente a los profesionales que pueden responder a una situaci\u00f3n concreta.<\/p><p>La b\u00fasqueda puede realizarse seg\u00fan diferentes criterios:<\/p><ul><li><p>la ubicaci\u00f3n geogr\u00e1fica;<\/p><\/li><li><p>el tipo de profesional;<\/p><\/li><li><p>los \u00e1mbitos de especializaci\u00f3n;<\/p><\/li><li><p>los perfiles de clientes atendidos;<\/p><\/li><li><p>los productos y soluciones ofrecidos;<\/p><\/li><li><p>las necesidades patrimoniales tratadas.<\/p><\/li><\/ul><p>Cada ficha presenta informaci\u00f3n \u00fatil para comprender mejor la actividad de la empresa, sus especialidades, su posicionamiento, su zona de actuaci\u00f3n y sus datos de contacto.<\/p><p>El objetivo es simplificar la b\u00fasqueda de un profesional cualificado y facilitar el primer contacto.<\/p><h2>Un enfoque basado en la transparencia<\/h2><p>La confianza constituye un elemento esencial en el \u00e1mbito de la gesti\u00f3n patrimonial.<\/p><p>Por ello, Experts du Patrimoine aplica <a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/inicio\/como-se-verifican-las-empresas-en-el-directorio-experts-du-patrimoine\/\">diferentes procedimientos de control<\/a> destinados a mejorar la calidad y la coherencia de la informaci\u00f3n publicada en las fichas profesionales.<\/p><p>Pueden realizarse comprobaciones mediante bases de datos p\u00fablicas para verificar:<\/p><ul><li><p>la existencia administrativa de la empresa;<\/p><\/li><li><p>la validez de sus identificadores SIREN o SIRET;<\/p><\/li><li><p>sus inscripciones en determinados registros profesionales;<\/p><\/li><li><p>sus categor\u00edas profesionales reguladas;<\/p><\/li><li><p>las autorizaciones o los <em>agr\u00e9ments<\/em> disponibles p\u00fablicamente.<\/p><\/li><\/ul><p>Cuando una informaci\u00f3n deja de poder confirmarse o una empresa cesa su actividad, esta situaci\u00f3n puede indicarse en la ficha para ofrecer una mayor transparencia a los usuarios.<\/p><p>Sin embargo, estas comprobaciones no constituyen una certificaci\u00f3n ni una recomendaci\u00f3n del profesional. Antes de contratar sus servicios, el usuario debe verificar que sus competencias, habilitaciones y servicios se corresponden con su situaci\u00f3n.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-65900d2 elementor-widget elementor-widget-testimonial\" data-id=\"65900d2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"testimonial.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-wrapper\">\n\t\t\t\t\t\t\t<div class=\"elementor-testimonial-content\">\u00abEn un sector en el que la confianza es fundamental, hemos decidido comprobar peri\u00f3dicamente la informaci\u00f3n p\u00fablica de las empresas incluidas en el directorio. Cada semana verificamos su existencia administrativa y la vigencia de sus principales inscripciones y habilitaciones profesionales, con el objetivo de ofrecer un directorio lo m\u00e1s fiable, transparente y actualizado posible.\u00bb<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-testimonial-meta elementor-has-image elementor-testimonial-image-position-aside\">\n\t\t\t\t<div class=\"elementor-testimonial-meta-inner\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-image\">\n\t\t\t\t\t\t\t<img data-cimo-lqip-src=\"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/06\/JB-Sicard-1.webp\" data-cimo-lqip-srcset=\"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/06\/JB-Sicard-1.webp 781w, https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/06\/JB-Sicard-1-293x300.webp 293w, https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/06\/JB-Sicard-1-768x787.webp 768w\" decoding=\"async\" width=\"781\" height=\"800\" src=\"data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAoAAAAKCAQAAAAnOwc2AAAAEElEQVR42mNY7YAJGYayIAC+j1vNcYFBWAAAAABJRU5ErkJggg==\" class=\"attachment-full size-full wp-image-13754\" alt=\"Jean-Baptiste Sicard Co-Fondateur Experts du Patrimoine\" srcset=\"\" sizes=\"(max-width: 781px) 100vw, 781px\" \/>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-details\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-name\">Jean-Baptiste SICARD<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-testimonial-job\">Cofundador<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-db0f55c elementor-widget elementor-widget-text-editor\" data-id=\"db0f55c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2>Mucho m\u00e1s que un directorio<\/h2><p>Experts du Patrimoine no se limita a ofrecer un motor de b\u00fasqueda.<\/p><p>El sitio tambi\u00e9n publica numerosos contenidos educativos destinados a ayudar a los particulares a comprender mejor las cuestiones patrimoniales, financieras, fiscales y jur\u00eddicas.<\/p><p>Los visitantes pueden consultar:<\/p><ul><li><p>un <a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/glosario-de-gestion-de-patrimonio\/\">glosario de gesti\u00f3n patrimonial<\/a> con varios cientos de definiciones;<\/p><\/li><li><p><a href=\"https:\/\/www.experts-du-patrimoine.fr\/guides-gestion-patrimoine\/\">gu\u00edas pr\u00e1cticas<\/a>, disponibles actualmente en franc\u00e9s;<\/p><\/li><li><p>informaci\u00f3n sobre <a href=\"https:\/\/www.experts-du-patrimoine.fr\/evenements-gestion-de-patrimoine\/\">eventos del sector<\/a>, disponible actualmente en franc\u00e9s.<\/p><\/li><\/ul><p>Este enfoque permite hacer m\u00e1s accesibles los temas patrimoniales y favorece un di\u00e1logo mejor informado entre los particulares y los profesionales que los asesoran.<\/p><h2>Una misi\u00f3n: hacer m\u00e1s accesible la gesti\u00f3n patrimonial<\/h2><p>La <a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/gestion-patrimonial-en-francia-para-expatriados\/\">gesti\u00f3n patrimonial<\/a> no est\u00e1 reservada exclusivamente a las grandes fortunas.<\/p><p>Preparar la jubilaci\u00f3n, transmitir el patrimonio, optimizar la fiscalidad, proteger a la familia o invertir los ahorros son preocupaciones que afectan a un n\u00famero creciente de particulares, familias, empresarios y residentes internacionales.<\/p><p>Nuestra misi\u00f3n consiste en facilitar el acceso a la informaci\u00f3n patrimonial y permitir que cada persona encuentre al profesional m\u00e1s adecuado para su situaci\u00f3n y sus objetivos.<\/p><p>Gracias a su motor de b\u00fasqueda, sus fichas detalladas y sus numerosos contenidos educativos, Experts du Patrimoine aspira a convertirse en una referencia para quienes desean comprender, organizar, proteger y desarrollar mejor su patrimonio.<\/p><p>Tanto si busca un asesor en gesti\u00f3n patrimonial cerca de usted como un especialista en inversi\u00f3n inmobiliaria, un experto en transmisi\u00f3n patrimonial o un profesional de la optimizaci\u00f3n fiscal, nuestro objetivo sigue siendo el mismo: ayudarle a encontrar al interlocutor adecuado en el momento oportuno.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c40ed14 e-con-full e-flex e-con e-child\" data-id=\"c40ed14\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c67b66f elementor-widget elementor-widget-button\" data-id=\"c67b66f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/encuentre-un-asesor-patrimonial-cerca-de-usted\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Buscar un profesional<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-88c1c8d e-con-full e-flex e-con e-child\" data-id=\"88c1c8d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3396e92 elementor-widget elementor-widget-template\" data-id=\"3396e92\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;sticky&quot;:&quot;top&quot;,&quot;sticky_offset&quot;:100,&quot;sticky_parent&quot;:&quot;yes&quot;,&quot;sticky_on&quot;:[&quot;widescreen&quot;,&quot;desktop&quot;,&quot;laptop&quot;,&quot;tablet_extra&quot;,&quot;tablet&quot;,&quot;mobile_extra&quot;,&quot;mobile&quot;],&quot;sticky_effects_offset&quot;:0,&quot;sticky_anchor_link_offset&quot;:0}\" data-widget_type=\"template.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-template\">\n\t\t\t\t\t<div data-elementor-type=\"section\" data-elementor-id=\"17843\" class=\"elementor elementor-17843 elementor-2247 elementor-2247\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-2508134 e-flex e-con-boxed e-con e-parent\" data-id=\"2508134\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b375460 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"b375460\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/encuentre-un-asesor-patrimonial-cerca-de-usted\/\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\" fill=\"#EDC540\" height=\"800px\" width=\"800px\" id=\"Capa_1\" viewBox=\"0 0 490.468 490.468\" xml:space=\"preserve\"><g id=\"SVGRepo_bgCarrier\" stroke-width=\"0\"><\/g><g id=\"SVGRepo_tracerCarrier\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/g><g id=\"SVGRepo_iconCarrier\"> <g> <g> <path d=\"M439.297,194.118c0-109.5-90.7-197.8-201-194c-97.2,3.4-176.9,78.2-186.2,175c-1.9,19.2-0.8,37.9,2.6,55.8l0,0 c0,0,0.3,2.1,1.3,6c3,13.4,7.4,26.3,13.1,38.5c20.1,47.5,67.1,127.7,174.1,214.3c1.2,1,3,1,4.2,0 c107.1-86.6,154-166.8,174.1-214.3c5.6-12.2,10.1-25.1,13.1-38.5c0.9-3.9,1.3-6,1.3-6l0,0 C438.097,219.118,439.297,206.718,439.297,194.118z M334.097,273.718c-2.6-4.9-6.9-8.9-13.6-10.7c-23.3-5.9-42.3-19.3-42.3-19.3 l-14.8,46.8l-2.8,8.8v-0.1l-2.4,7.5l-7.8-22.1c19.2-26.8-3.9-26.5-5.2-26.5c-1.3,0-24.4-0.3-5.2,26.5l-7.8,22.1l-2.4-7.5v0.1 l-2.8-8.8l-14.8-46.8c0,0-19,13.4-42.3,19.3c-6.7,1.7-11,5.8-13.6,10.7c-18-20.7-28.9-47.7-28.9-77.3 c0-65.1,52.8-117.8,117.8-117.8s117.8,52.7,117.8,117.8C362.997,226.018,352.097,253.018,334.097,273.718z\"><\/path> <path d=\"M288.497,180.818c0.7-2.1,1.3-4.1,1.7-6.2c6.5-38.9-12.7-40.3-12.7-40.3s-3.2-6.1-11.5-10.7c-5.6-3.3-13.4-5.9-23.7-5 c-3.3,0.2-6.5,0.8-9.4,1.8l0,0c-3.8,1.3-7.3,3.1-10.4,5.3c-3.9,2.4-7.5,5.4-10.7,8.8c-5.1,5.2-9.6,11.9-11.6,20.3 c-1.6,6.3-1.3,12.8,0.1,19.8l0,0c0.4,2,0.9,4.1,1.7,6.2c-3.8-0.4-8.3,1.9-4.1,16.9c3.1,11,6,14.1,8.2,14.2 c2,13.1,12.1,29.7,28.7,35.5c6.8,2.4,14.3,2.4,21,0c16.3-5.9,26.7-22.4,28.7-35.5c2.2-0.2,5.1-3.3,8.2-14.2 C296.897,182.618,292.397,180.418,288.497,180.818z\"><\/path> <\/g> <\/g> <\/g><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Mapa interactivo<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7e0e746 elementor-container-hover elementor-widget elementor-widget-image\" data-id=\"7e0e746\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/encuentre-un-asesor-patrimonial-cerca-de-usted\/\">\n\t\t\t\t\t\t\t<img data-cimo-lqip-src=\"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2025\/12\/Rechercher-un-conseiller-en-gestion-de-patrimoine-1.webp\" data-cimo-lqip-srcset=\"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2025\/12\/Rechercher-un-conseiller-en-gestion-de-patrimoine-1.webp 800w, https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2025\/12\/Rechercher-un-conseiller-en-gestion-de-patrimoine-1-300x201.webp 300w, https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2025\/12\/Rechercher-un-conseiller-en-gestion-de-patrimoine-1-768x515.webp 768w\" decoding=\"async\" width=\"800\" height=\"536\" src=\"data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAoAAAAKCAQAAAAnOwc2AAAAEElEQVR42mNY7YAJGYayIAC+j1vNcYFBWAAAAABJRU5ErkJggg==\" class=\"attachment-large size-large wp-image-17657\" alt=\"Interactive map to find an expert\" srcset=\"\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d5cb91b elementor-widget elementor-widget-heading\" data-id=\"d5cb91b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/www.experts-du-patrimoine.fr\/es\/inicio\/como-se-verifican-las-empresas-en-el-directorio-experts-du-patrimoine\/\">\u00bfC\u00f3mo se verifican las empresas en el directorio Experts du Patrimoine?<\/a><\/p>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-9c4a9d5 e-con-full bloc-particulier e-flex e-con e-child\" data-id=\"9c4a9d5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-b0b1f1f elementor-widget elementor-widget-heading\" data-id=\"b0b1f1f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/www.experts-du-patrimoine.fr\/societes\/\">Buscar un experto<\/a><\/h3>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6608ec2 elementor-widget elementor-widget-text-editor\" data-id=\"6608ec2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Busque un asesor de gesti\u00f3n patrimonial entre las <strong>3 28<\/strong> <strong>firmas<\/strong> del directorio.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9ed1fb7 elementor-widget__width-auto track-championnat elementor-widget elementor-widget-button\" data-id=\"9ed1fb7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.experts-du-patrimoine.fr\/societes\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Haga clic aqu\u00ed<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-35f5756 e-grid-align-left elementor-shape-circle elementor-widget__width-initial elementor-grid-0 elementor-widget elementor-widget-social-icons\" data-id=\"35f5756\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"social-icons.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-social-icons-wrapper elementor-grid\" role=\"list\">\n\t\t\t\t\t\t\t<span class=\"elementor-grid-item\" role=\"listitem\">\n\t\t\t\t\t<a class=\"elementor-icon elementor-social-icon elementor-social-icon-linkedin elementor-repeater-item-5a60ad0\" href=\"https:\/\/www.linkedin.com\/company\/93323729\" target=\"_blank\">\n\t\t\t\t\t\t<span 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