Our history

For almost 20 years, we have served  the wealth needs of wealthy clients within a leading British banking group. Our in-depth knowledge of the issues raised with our customers individuals, liberal professions, managers and companies led us to un_cc781905-5cde-3194-bb3b-136bad5cf58 -3194-bb3b-136bad5cf58d_ further personalize the asset strategies offered thanks to a wider range of investment vehicles and above all not limited by the internal and signed offer offered by the traditional bank. We have therefore created CONDORCET FINANCE & PATRIMOINE and  established partnerships with the best French and international management companies as well as  the biggest names in real estate. We offer  to our clients personalized heritage solutions that are truly adapted to their needs. CONDORCET FINANCE ET PATRIMOINE is a  Wealth Strategy Consulting Company that puts the customer at the heart of the relationship.  To support you, our team is made up of experts in asset management (RNCP), cc781905-5cde-3194-bb3b-136bad5cf58d_private bankers  experienced professionals, notaries, lawyers, accountants and real estate experts. Finally, we practice   total transparency on our pricing: 136bad5cf58d_consulting fees, or it is our partners who give us part of their costs.