Depuis plus de 20 ans, la mission de Culture Patrimoine consiste à faire gagner du temps et de l'argent en offrant un accompagnement patrimonial de confiance. Culture Patrimoine est devenue société à mission et notre raison d'être est la suivante : Cultiver la sérénité patrimoniale de nos clients et favoriser l’épanouissement personnel et professionnel de nos collaborateurs. Culture Patrimoine est une société indépendante parmi les leaders de son marché : • Taux de satisfaction client de 87% (août 2024) • Vainqueur du prix des Trophées du Patrimoine Île-de-France • Intervenant chez Francis Lefebvre Formation et le groupe Revue Fiduciaire depuis 2006 • +500 m€ d’actifs financiers gérés (2025) L'accompagnement proposé par Culture Patrimoine est un véritable 360° sur l'ensemble des sujets patrimoniaux (protection, finance, fiscalité, immobilier et juridique). Nos services de family office s'inscrivent sur le long terme en démarrant par une phase de conseil et se poursuivent, le cas échéant, par la mise en œuvre de la stratégie patrimoniale. For 20 years, Culture Patrimoine’s mission has been to save its clients both time and money by providing great family office services. Culture Patrimoine has become a company with mission : our purpose is to cultivate the heritage serenity of our clients and promote the personal and professional fulfillment of our collaborators. Culture Patrimoine is an independent company among the leaders in its market: • Customer satisfaction rate of 87% (August 2024) • Winner of the Île-de-France Wealth Management Trophies Award • Speaker at Francis Lefebvre Formation and the groupe Revue Fiduciaire since 2006 • +500 m€ of financial assets under management (2025) The family office services provided by Culture Patrimoine are a true 360° view of all related themes (protection, finance, taxation, real estate and legal). This support comes in the long run and starts with a consulting period, followed by implementation when appropriate.
| Website | http://culturepatrimoine.fr |
| Employees | 35 (35 on RocketReach) |
| Founded | 2003 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Patrimony Consulting, Heritage Management, Wealth Preservation, Estate Preservation, Estate Planning, Asset Protection, Wealth Management, Inheritance Planning, Family Office, Succession Planning, Financial Planning, Trust Services, Legacy Planning, Estate Administration, Probate Services, Financial Advisory, Investment Advisory, Retirement Planning, Tax Planning, Long-Term Care Planning |
| Competitors | Ville de Paris, UNESCO, East Riddlesden Hall, National Lottery Heritage Fund, American Alliance of Museums, Historic England, ICOMOS ISC SBH, Fondation du Patrimoine, Cultural Heritage Agency of the Netherlands, European Heritage Institute +24 more (view full list) |
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Nicolas N. is the Partner of ✨ Culture Patrimoine ✨.
35 people are employed at ✨ Culture Patrimoine ✨.