Founded in 2016 on the initiative of a Grenoble-based chartered accountancy firm and a wealth management consultant from Lyon, Partenaires & Patrimoine is today wholly owned by two chartered accountancy firms established for over 30 years in the Grenoble area, renowned for their professionalism and customer proximity.
As a member of the Magnacarta network, reputed to be France’s leading group of wealth management advisors, we are committed to putting all our experience at the service of our customers to ensure their satisfaction.
Expertise
We are an experienced firm. Our teams include experts with decades of experience.
Listening
We work closely with you to understand your needs and objectives.
Tailor-made
We offer personalized financial advice based on your long-term objectives.
Trust
Our aim is to become a trusted partner to help you protect and develop your wealth for generations to come.
