NT Patrimoine et Finance

What is NT Patrimoine et Finance?

NT Patrimoine et Finance is a family office focused on providing tailored wealth management and financial investment services.

They specialize in early stage, seed, and series A investments, targeting innovative technologies with high added value. Their aim is to establish personalized and bespoke wealth strategies for their clients. To this end, they select financial and real estate investment solutions from specialized and reputable institutions, catering to a clientele of private investors and non-professionals.

They pride themselves on delivering quality, individualized service through a team of dedicated specialists. NT Patrimoine et Finance is distinguished by its private wealth management for individuals, either directly or through partners, offering them tools and information to understand wealth-related issues, make informed choices, and implement suitable, proportionate solutions. High-level wealth experts are made accessible to advise clients at attractive rates.

Their main activities include financial investment advice, life insurance brokerage, retirement contract brokerage, real estate transactions for buildings and businesses, and services in Private Management & Wealth Management, such as estate engineering and family office services.

Since their inception in 2013, NT Patrimoine et Finance has been entrusted with advising 10 families with assets exceeding 10 million euros and has built a network of 70 partners and supports 117 private clients or investors. They value offering a comprehensive range of products and pride themselves on providing personalized, bespoke counsel tailored to their clients' individual goals, situations, experience levels, and investment temperaments.

They provide a simplified, effective follow-up service with a single point of contact to facilitate clients' information gathering, decision-making, and procedural implementation. Lastly, they offer a quarterly newsletter on wealth management to their clients, discussing personal finance, financial markets, and taxation.