Wealth Architecture
For Generational
Prosperity
Strategic patrimonial advisory for discerning families and institutional clients. We transform complexity into clarity, and capital into legacy.
Comprehensive Wealth
Management Solutions
Patrimonial Strategy
Comprehensive analysis of your assets and liabilities to design a tailored wealth architecture aligned with your long-term objectives and family vision.
Tax Optimisation
Expert structuring of your patrimonial holding to minimise fiscal exposure while remaining fully compliant with national and international regulations.
Investment Advisory
Rigorous asset allocation and portfolio management across equities, fixed income, real estate, and alternative assets — calibrated to your risk profile.
Estate Planning
Anticipate and organise the transmission of your heritage across generations through bespoke legal and financial instruments, including trusts and holding structures.
Risk Management
Identify, quantify, and mitigate the risks inherent to your patrimony — from market volatility to concentration risk — through disciplined hedging strategies.
Succession Planning
Ensure the continuity and integrity of your family enterprise across generations with bespoke governance, shareholder agreements, and family councils.
Philanthropic Structuring
Define and structure your philanthropic legacy through foundations, endowments, and impact investment vehicles that align with your personal values.
Real Estate Advisory
Advise on acquisition, optimisation, and disposal of residential and commercial real estate assets both domestically and internationally.
International Structuring
Cross-border wealth management for clients with multi-jurisdictional profiles, including international trusts, offshore structuring, and expatriate planning.
Years of
Excellence
Founded in Paris in 1999, Diagnostic Patrimoine has been at the forefront of independent patrimonial advisory for over two decades. We serve a select clientele of high-net-worth individuals, family offices, and entrepreneurs who value clarity, confidentiality, and bespoke expertise.
— The Partners, Diagnostic Patrimoine
Discretion, Expertise,
Legacy
We understand that every family's financial situation is unique. That is why Diagnostic Patrimoine offers a strictly personalised approach, beginning with an exhaustive diagnostic of your current patrimonial situation before proposing any strategy.
Our multi-disciplinary team — combining expertise in law, finance, real estate, and taxation — ensures that every dimension of your patrimony is addressed with the highest level of rigour and care.
Trusted by Discerning
Families Worldwide
Diagnostic Patrimoine completely restructured our family holding, achieving a level of tax efficiency and legal clarity we had never thought possible. Their discretion and precision are unmatched.
”Begin Your
Wealth Journey
Our first consultation is a confidential, no-obligation exchange. We begin by listening — understanding your situation, your ambitions, and your concerns — before proposing any strategic direction.
