CULTURE AND HERITAGE
Your primary point of contact for wealth management
Our Services
Culture Patrimoine is your go-to partner for wealth management.
Culture Heritage, a mission-driven company
Our mission: "Fostering financial peace of mind for our clients and, at , foster the personal and professiona al growth of our employees."
Read our latest mission-driven company report:
Introduction
Culture Patrimoine is a wealth management firm and multi-family office founded in 2003. Since then, it has supported its clients in developing, implementing, and monitoring their long-term wealth management strategies, with the goal of becoming their trusted partner.
Today, to take things further and have a positive impact on the stakeholders in its ecosystem, Culture Patrimoine has decided to become a mission-driven company. This report covers the period from July 1, 2023, to June 30, 2024.
OUR MISSION
We strive to play a central role in our clients’ lives and to be a source of personalized, long-term solutions through
our comprehensive analysis of their financial situation and our tailored support.
We aim to create an environment where employees feel heard and supported in both their professional and personal aspirations, thereby strengthening a shared commitment within the company.
OUR STATUTORY OBJECTIVES
Our statutory objectives reflect this twofold commitment: to be there for our customers and for our employees. We have therefore defined the following statutory objectives:
- 1. Guide our clients’ financial decisions as their primary point of contact for long-term, customized wealth management
- 2. Support employees' aspirationswithin the company and provide practical solutions to their personal circumstances