Valorial Groupe Patrimmofi Employee Directory

Investment AdviceNouvelle-Aquitaine, France11-50 Employees

Valorial Groupe Patrimmofi is a French advisory firm focused on wealth management and tax optimization, offering integrated guidance across assets, estates, and fiscal planning. It organizes its services into four practices: Patrimonial Consulting, Real Estate, Finance, and Insurance, covering asset valuation and corporate law, property transactions and defiscalisation, investment advisory and life insurance, and protection planning. The firm relies on a cross-disciplinary team of qualified professionals, including lawyers, a senior notary clerk, and law graduates, all working within regulatory requirements. Based in Biarritz, in the Nouvelle-Aquitaine region, it emphasizes confidentiality and long-term relationships with clients.

Within the investment advisory field, Valorial holds credentials across its practices, including membership in the CNCIF and AMF approval for asset management, ORIAS registration as an insurance broker, and licenses to act as a real estate agent and a mortgage intermediary. A concrete development noted is a 2019 partnership with Images et Réseaux to participate in a project targeting a European Union priority.

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