We work with
Objectivity & Confidentiality
We only defend your interests, according to your concerns, priorities
and motivations in relation to your life plans, negotiations by direct brokerage
Efficiency & Results
The key words of our activity, being a perfectionist over time with a single objective, confidently responding to your needs from different horizons
Availability & Responsiveness
In a world that is moving and communicating faster and faster, ask
instant, personalized, human follow-up with a single contact from A to Z
They talk about us
Our related
& organizational networks
Karré Patrimoine
Votre chef d'orchestre
Legal notice
Wealth management consulting firm, insurance brokerage, banking operations and payment services, financial investment advice and transaction on real estate and business SAS 83284055700017
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Registered at ORIAS and certified by the Financial Markets Authority,
Statutes CIF, COA, COBSP 18001576
Professional real estate transactions card CPI69012020000045269
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RCP Aon France Zurich Insurance PLC 7400026945
Minimum guarantee* financial 2 500 000 €
*By investment solution and excluding additional partner guarantees
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Member of the ANACOFI chamber, FECIF and FAIB
approved by the AMF and the ACPR of the Banque de France E008881, of the FNAIM
and World Trade Centers Association and the Business Network International