Experts en Patrimoine
Paris multi-family office and private wealth advisory firm founded in 2014 by Philippe Darneau and Richard Houbron for families, executives and entrepreneurs.
Identity
- HEADQUARTERS
- Paris, France
- FOUNDED
- 2014
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Experts en Patrimoine is a Paris SARL founded in 2014 by Philippe Darneau and Richard Houbron, both graduates of the Dauphine wealth-management master. It offers private wealth management (goal setting, asset diagnostics, legal and tax structuring, product selection and allocation proposals) and multi-family office services centred on advice: family governance, administrative and financial management of holding structures, financial assets and property, and succession. It also advises business owners on their personal wealth.
People
Frequently asked questions
Experts en Patrimoine is a multi family office based in Paris, France, founded in 2014.
Experts en Patrimoine does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Experts en Patrimoine include Philippe Darneau (Co-founder, partner; gérant) and Richard Houbron (Co-founder, partner; gérant).
Yes. Experts en Patrimoine manages capital from outside investors.