The Company

The Company

Next-generation wealth management: comprehensive, transparent, and sustainable.

A Closer Look at the Cultural Heritage Society

Since 2003, we have been assisting our clients with their wealth management and investment projects. Our approach is based on personalized, transparent advice designed for the long term. We place great importance on ethics, the quality of our advice, and personal relationships, so that we can provide reliable, sustainable, and truly valuable support to each client.

Why choose Culture Patrimoine?

Culture Patrimoine offers a comprehensive heritage supportbased on a 360° approach:

Our family office service is designed for the long term. Following an initial assessment and personalized consultation, we can, if desired, oversee the practical implementation of your wealth management strategy to ensure continuity, performance, and alignment with your life goals.

Customer satisfaction rate
0 %
Amount of assets under management
0 € million
Number of households assisted with their 2026 tax returns
0
Number of customer referrals in 2025
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Wealth Management

Cutting-edge technology made accessible

At Culture Patrimoine, we offer technical heritage expertise, built on more than twenty years of experience in:

Our strength: making complexity understandable, actionable, and useful in your daily life.

Because financial decisions are often complex, our mission is to make them accessible through clear, structured, and solution-oriented guidance.

Accurate analyses

Tax analyses, financial simulations, wealth projections… Explore our case studies.

A clear message

Explaining complex concepts in simple terms for immediate understanding.

Practical recommendations

always based on the client’s best interests and the overall consistency of their portfolio.

Personalized support

Accessible, transparent, and based on a relationship of trust.

Our partners

Logo of the Paris Ile-de-France Chamber of Commerce and Industry, featuring a stylized blue and red circular design, with the text "CCI PARIS ILE-DE-FRANCE" in blue capital letters.
The number 42 in a bold geometric font on a white background. The numbers are stylized with sharp angles and straight edges, creating a modern, abstract look.
A green circular logo featuring the word "INSEAD" in white uppercase letters, centered in the middle, with a subtle white line beneath the text.
The image shows the ESCP Europe logo, featuring the text "ESCP EUROPE" in white on a dark blue background, with a stylized white star symbol on a light blue background to the right.
The LEspace Dirigeants logo features two white silhouettes shaking hands inside a red circular shape on the left, and the words "LEspace Dirigeants" in gray and red text on the right.
Logo of the Order of Chartered Accountants featuring a red background, a white and gray swoosh, and white text at the top reading ORDRE DES EXPERTS-COMPTABLES.
Logo of Dauphine University Paris | PSL, featuring blue text with a stylized "Dauphine" and a small star to the right of "PSL".
A green square logo featuring stylized white letters "R" and "F" merged together, above the words "Revue Fiduciaire" in green text on a white background.
The Francis Lefebvre Training logo on a blue background. The design features a white geometric symbol above the name, with "TRAINING" highlighted in red below the text.
The University of Orléans logo features a gray brushstroke above the university's name, written in uppercase letters. Vertical lines are partially visible beneath the brushstroke.
Logo featuring a blue and teal geometric design on the left and the text "CERIA" in stylized black letters on the right.
Logo of the Réseau Entreprendre Yvelines, featuring three overlapping shapes in blue, red, and yellow above the organization’s name, with “YVELINES” written in blue below.
The image shows the text "STATION F" in bold, black, uppercase letters, using a modern, stylized font, on a white background.
A diamond-shaped logo featuring a purple-to-orange gradient, with the white text "EDHEC ENTREPRENEURS" centered inside.

Comprehensive support

Bank

Bank

As a leading player in financing and investment, our goal is to work closely with your bank advisor to provide you with the most innovative solutions for your financing needs—whether for business or personal projects—as well as for your financial investments.

Insurer

Insurer

Working within an open architecture model, we collaborate with all stakeholders in the insurance market to identify the best financial opportunities. Furthermore, these collaborations often enable us to significantly improve solutions from both a legal perspective (succession planning, protection, etc.) and a financial one.

Real Estate Agent

Real Estate Agent

As a leading player in financing and investment, our goal is to work closely with your bank advisor to provide you with the most innovative solutions for your financing needs—whether for business or personal projects—as well as for your financial investments.

Lawyer

Lawyer

As a legal expert, he will be an indispensable asset in carrying out certain highly technical transactions or when litigation becomes necessary.

Notary

Notary

As a public official, he drafts and certifies deeds and contracts. Implementing an estate planning strategy will require their expertise to ensure a solid legal foundation.

Certified Public Accountant

Certified Public Accountant

As a financial expert and leading advisor, we engage in frequent and highly complementary interactions with this profession, as they allow us to combine professional and personal optimization in a single initiative with significant impact.

Our role: to coordinate, secure, and streamline your strategy

At Culture Patrimoine, our advice never stops at theory.

It truly comes into its own during the operational implementation of the strategy we developed together.

Certain transactions require the involvement of specialized professionals: bankers, insurance agents, notaries, lawyers, certified public accountants, real estate agents, and others.

We then step in as a conductor to:

  • Ensure coordination among all the experts involved,
  • Ensure consistency in the actions taken,
  • Simplify the process,
  • Ensure safety at every step,
  • Streamline communication and speed up the completion of your projects.
 

Your single point of contact

Our commitment is to serve as your single point of contact for managing the implementation of your wealth management strategy.

We guide each stakeholder involved to ensure optimal execution, aligned with your goals and interests.

Our positioning

Our mission is to provide comprehensive, sustainable, and structured support based on transparency, technical expertise, and effective teaching methods.

This approach enables us to support our clients in all aspects of their financial planning, ensuring performance, security, and the overall consistency of their decisions.

Our Mission Statement

A mission focused on people

Culture Patrimoine’s mission goes far beyond simple asset management.

Our goal is to contribute every day tothe intellectual, financial, and personal growth of everyone in our ecosystem:

  • our customers,
  • our partners,
  • and our team.

We believe that investment performance is meaningful only when it is part of a human, sustainable, and responsible framework.

 

Making a positive impact is at the heart of our philosophy

Beyond the numbers and strategies, we aim to make a positive, lasting, and tangible impact on the lives of the families and professionals we support.

This vision guides every decision we make and shapes our corporate culture.

 

Our goal: to become the standard-bearer for a new approach to wealth management

Our goal is to make Culture Patrimoine a leading French provider of heritage consulting services.

A reference based on:

  • high-level technical expertise,
  • clear and accessible teaching methods,
  • smooth coordination among the various heritage-related fields,
  • a profoundly human purpose.

We want to embody a new approach to supporting families and business leaders: one that is comprehensive, sustainable, ethical, and truly helpful.

Our Values

“Trust is earned drop by drop and lost by the gallon”
Portrait of Jean-Paul Sartre, who wrote the phrase, “Trust is earned drop by drop and lost by the gallon.”
Jean-Paul Sartre

honesty, reliability, a commitment to excellence, transparency, trust, teamwork, fairness, and collaboration.

“When, sooner or later, we must pass away—after we have lived, suffered, and loved to some extent—the only things that remain true are the children we leave behind and the seeds of our efforts that we have sown.”

personal fulfillment, respect for privacy and for partners, respecting one’s environment, being a marathon runner rather than a sprinter.

“What matters isn’t where we are, but where we’re going.”

desire to grow, adaptability, excellence, open-mindedness, sustainability.

“Labor omnia vincit improbus” Perseverance conquers all.
A classical-style illustration depicting a man with curly hair wearing a laurel wreath on his head, facing left. The name Publius Vergilius Maro appears at the top of the image.
Virgil
The Georgics

availability, commitment, initiative, dedication, going the extra mile, total dedication, unfailing.

"Excellence isn't a one-time effort; it's a daily commitment"
A marble bust of an ancient man with a beard and wavy hair, wearing a toga, depicted against a plain background.
Aristotle

availability, commitment, initiative, dedication, going the extra mile, total dedication, unfailing.

Coralie LOPES

Senior Analyst

Portrait of Coralie Lopes - Senior Analyst As part of her degree program in Wealth Management at Paris-Dauphine University, Coralie joined the team, bringing her meticulousness and dedication to the role. With her strong background in business management and accounting, she provides high-quality service to our clients.

As part of her degree in Wealth Management at Paris-Dauphine University, Coralie Lopes has joined our team to help provide personalized support to our clients.

Throughout her assignments, she brings her meticulousness, kindness, and keen sense of organization—all valuable assets that ensure high-quality service at Culture Patrimoine.

06 82 00 09 09
coralie.lopes@culturepatrimoine.fr
linkedin.com/in/coralie-lopes

Céline DELRÉE

Administrative and Regulatory Affairs Manager

Profile of Céline Delrée, Head of Administrative and Regulatory Affairs at Culture Patrimoine. As part of Culture Patrimoine’s commitment to social development, Céline coordinates our green finance initiatives. She is also actively involved in our internal initiatives to improve workplace well-being.

Specializing in regulatory compliance, Céline serves as our point of contact at Culture Patrimoine to ensure that we fully meet our commitments (
). With her professional experience in asset management (
) and the financial sector, her expertise is invaluable to Culture Patrimoine.


As part of her work on societal development at Culture Patrimoine, Céline serves as the coordinator for the organization’s green finance initiatives. She is also consistently involved in our internal initiatives aimed at improving workplace well-being.

07 87 79 27 82
celine.delree@culturepatrimoine.fr

linkedin.com/in/celine-delree/

Camille Giroudon

Senior Consultant

Profile of Camille Giroudon, Senior Consultant at Culture Patrimoine. A graduate of the Master’s program in Law & Wealth Management in Rennes, Camille Giroudon combines a strong academic background with a genuine passion for customer service.

A graduate of the Master’s program in Law & Wealth Management in Rennes, Camille Giroudon combines a strong academic background with a genuine passion for customer service. As a Senior Consultant at Culture Patrimoine, she draws on her tenacity, meticulousness, and ability to listen to support each of her clients with precision and compassion.

As a top-level athlete, she values teamwork, perseverance, and a love of a challenge—qualities she brings to her wealth management practice.

Thanks to her determination and dedication, Camille goes above and beyond to design solutions tailored to each client’s goals and life plans.

  06 70 04 36 39
  camille.giroudon@culturepatrimoine.fr
  linkedin.com/camille-giroudon

Chloé BAINVILLE

Analyst

Profile of Chloé Bainville, Analyst at Culture Patrimoine

Originally from Bordeaux, Chloé decided to put her technical skills to work at Culture Patrimoine after earning her master’s degree in Heritage Engineering from the University of Toulouse.

Her kindness and professionalism ensure that our clients receive first-rate support.

06 42 07 55 58
chloe.bainville@culturepatrimoine.fr
linkedin.com/chloé-bainville/

Philippine FOURCADE

Analyst

With a master’s degree in Heritage Engineering from the University of Toulouse, Philippine now puts her technical expertise to work at Culture Patrimoine. Her commitment to customer service and her professionalism make her a valuable asset to the firm.


06 87 42 19 05

philippine.fourcade@culturepatrimoine.fr

linkedin.com/in/philippine-fourcade

Edouard VIVIER

Administrative Manager

Photo portrait of Edouard Vivier, Administrative Manager at Culture Patrimoine

With a degree in marketing and communications, Édouard Vivier joined Culture Patrimoine after gaining experience in several industries. He now applies his versatility, organizational skills, and dedication to managing our clients’ heritage strategies.

Organized, versatile, and always ready to lend a hand, Édouard handles administrative tasks with precision and efficiency. With a passion for Parisian hotspots, he also helps organize internal events—a valuable asset for team building and customer relations.

06 77 69 38 70
edouard.vivier@culturepatrimoine.fr
linkedin.com/in/edouard-vivier

Quentin VIALA

Consultant

Portrait photo of Quentin Viala, Consultant at Culture Patrimoine

After earning a master’s degree in Wealth Management from Paris-Dauphine University, Quentin Viala joined Culture Patrimoine, eager to bring his energy, unwavering dedication, and legendary good humor to the team. He is committed to providing our clients with top-quality service, combining professionalism with a personal touch.

Organized, dynamic, and client-focused, Quentin combines technical expertise with strong interpersonal skills to guide each wealth management project with care, transparency, and compassion—remaining true to the firm’s values.

06 47 65 55 47
quentin.viala@culturepatrimoine.fr
linkedin.com/in/quentin-viala

Antoine VAQUIE

Senior Analyst

Profile of Antoine Vaquie, Senior Analyst at Culture Patrimoine With a strong educational background, including a Master’s degree in Heritage Law from Paris Dauphine University,

With a master’s degree in Cultural Heritage Law from Paris-Dauphine University, Antoine now brings his technical expertise and client-focused approach to Culture Patrimoine.

Socially conscious, he also volunteers his time to community organizations, a human touch that reflects his values of empathy and integrity. His passion for technical expertise and his dedication to our clients make him an essential member of our team.


06 33 26 10 79

antoine.vaquie@culturepatrimoine.fr

linkedin.com/in/antoine-vaquié

Tristan TRAVERSE

Partner

Profile of Tristan Traverse, Partner at Culture Patrimoine A native of Brittany, Tristan holds a Master’s degree in Corporate and Asset Management from the University of Rennes and joined Culture Patrimoine after completing his training at a law firm.

After earning his Master’s degree in Corporate and Wealth Management Engineering from the University of Rennes, Tristan Traverse joined Culture Patrimoine following the completion of his training at a law firm. Specializing in international taxation and known for his attention to detail, he provides precise support to our national and international clients.

Diligent, attentive, and customer-focused, Tristan combines technical expertise with a personalized approach to offer tailored wealth management solutions suited to often complex situations.


06 33 97 49 55

tristan.traverse@culturepatrimoine.fr

linkedin.com/in/tristan-traverse

Mélanie Salmon

Senior Analyst

Profile of Mélanie Salmon, Senior Analyst at Culture Patrimoine

Mélanie Salmon joined Culture Patrimoine after earning her Master’s degree in Corporate and Heritage Engineering from the Faculty of Law at Rennes 1, where she completed her entire undergraduate degree.

Today, she puts her empathy, her ability to listen, and her team spirit to work for our clients, committed to providing attentive, personalized, and high-quality support.

01 79 74 24 42
melanie.salmon@culturepatrimoine.fr
linkedin.com/in/melanie-salmon

Nicolas NICAISE

Partner

Profile of Nicolas Nicaise, Partner at Culture Patrimoine Nicolas Nicaise founded Culture Patrimoine in 2003. Now a co-manager of this independent wealth management firm, he oversees the company’s development and strategic direction.

An entrepreneur at heart and a telecommunications engineer by training, Nicolas Nicaise founded Culture Patrimoine in 2003. Today, as co-manager of this independent heritage services firm, he oversees the company’s development and strategic direction.

Every year, he lectures to students at Paris Dauphine–PSL University as well as in other leading heritage education programs. He also serves as a mediator for the Paris Court of Appeals—a role that reflects his sense of ethics, responsibility, and commitment. A native of Champagne, he embodies the values of authenticity, high standards, and kindness.

With a degree in management from INSEAD and a degree in wealth management from ESC Paris, Nicolas combines entrepreneurial vision, wealth management expertise, and a commitment to service—a rare combination that enables Culture Patrimoine to offer its clients strategic and personalized support.

06 79 19 75 91
nicolas.nicaise@culturepatrimoine.fr
linkedin.com/in/nicolas-nicaise

Nolwen MARTINET

Analyst

Profile of Nolwen Martinet, Analyst at Culture Patrimoine

As part of her work-study program for her Master’s degree in Wealth Management at Paris-Dauphine-PSL University, Nolwen Martinet brings her attention to detail, commitment to customer service, and team spirit to Culture Patrimoine.

Always attentive and highly organized, she is committed to providing each client with personalized, reliable, and clear support, combining technical expertise, responsiveness, and kindness.

06 75 17 53 73
nolwen.martinet@culturepatrimoine.fr
linkedin.com/in/nolwen-martinet

Arthur Maître

Partner

Profile of Arthur Maître, Partner at Culture Patrimoine. After earning a master’s degree in Wealth Management and gaining valuable experience at the Edmond de Rothschild Group and Lombard Odier, Arthur brought his expertise to Culture Patrimoine, which he joined in 2014. Areas of expertise: business sales and pre- and post-sale wealth optimization.

After earning a master’s degree in Wealth Management and gaining valuable experience at renowned institutions, Arthur Maitre joined Culture Patrimoine in 2014. Since then, he has developed a proven expertise in business sales and pre- and post-sale wealth optimization.

Combining technical expertise with a keen sense of advisory skills, he supports his clients with discernment and reliability. His personalized and rigorous approach enables him to develop optimized wealth management strategies tailored to the complex challenges of succession planning or restructuring.

07 78 12 16 00
arthur.maitre@culturepatrimoine.fr
linkedin.com/in/arthur-maitre

Nathan MADELAIN

Consultant

Profile of Nathan Madelain, Consultant at Culture Patrimoine

After earning a Master’s degree in Heritage Engineering with a specialization in retirement and pension planning, Nathan Madelain joined Culture Patrimoine with the goal of bringing cutting-edge technical expertise to every heritage project.

With an exceptional commitment to customer service, he combines thoroughness, attentiveness, and attention to detail to provide tailored advice that is tailored to the goals and constraints of each of our clients.

06 33 98 07 58
nathan.madelain@culturepatrimoine.fr
linkedin.com/in/nathan-madelain

Coralie LOPES

Senior Analyst

Portrait of Coralie Lopes - Senior Analyst As part of her degree program in Wealth Management at Paris-Dauphine University, Coralie joined the team, bringing her meticulousness and dedication to the role. With her strong background in business management and accounting, she provides high-quality service to our clients.

As part of her degree in Wealth Management at Paris-Dauphine University, Coralie Lopes has joined our team to help provide personalized support to our clients.

Throughout her assignments, she brings her meticulousness, kindness, and keen sense of organization—all valuable assets that ensure high-quality service at Culture Patrimoine.


06 82 00 09 09

coralie.lopes@culturepatrimoine.fr


linkedin.com/in/coralie-lopes

Valentina Lalli

Analyst

Profile of Valentina Lalli, Analyst at Culture Patrimoine. As a work-study student in the Master’s in Wealth Management program at Paris Dauphine-PSL University, Valentina leverages her energy and organizational skills to provide her clients with high-quality, personalized support.

As part of her work-study program for her Master’s degree in Wealth Management at Paris Dauphine-PSL University, Valentina Lalli is fully committed to providing tailored, high-quality support to every client at Culture Patrimoine.

Dynamic, organized, and attentive, she combines academic rigor with a commitment to service. Her goal is to provide personalized support for wealth management projects, ensuring clarity, transparency, and trust throughout the client journey.

  06 70 04 36 39
valentina.lalli@culturepatrimoine.fr

linkedin.com/in/valentina-lalli

Aurélie Khaldi

Partner

Profile of Aurélie Khaldi, Partner at Culture Patrimoine. A specialist in complex wealth management strategies, Aurélie Khaldi, co-managing partner at Culture Patrimoine, combines technical expertise with exceptional customer service. She also shares her experience with industry professionals and contributes to the Francis Lefebvre Formation and Revue Fiduciaire groups, among others.

A specialist in complex wealth management strategies, Aurélie KHALDI is a managing partner at Culture Patrimoine. She combines in-depth tax and financial expertise with a keen focus on client service to provide top-quality support to discerning individual and professional clients.

In charge of the firm’s business operations, she has successfully grown Culture Patrimoine into a recognized leader in its sector. At the same time, she shares her expertise with professionals in the field, notably through her work with training organizations such as Francis Lefebvre Formation and Revue Fiduciaire, which attests to her credibility and the value she brings.

Aurélie holds a Master’s degree in Tax and Legal Wealth Management from the University of Rennes and combines academic rigor with a forward-thinking approach. She is dedicated to developing structured, sustainable, and personalized wealth management solutions, always with the client’s best interests in mind.

07 78 82 44 89
aurelie.khaldi@culturepatrimoine.fr
linkedin.com/aurélie-khaldi

Valentin JOLY

Analyst

Profile of Valentin Joly, Analyst at Culture Patrimoine. After earning a master’s degree in Heritage Engineering from the University of Orléans, Valentin decided to put his technical skills and interpersonal abilities to work for Culture Patrimoine and its clients.

After earning a master’s degree in Heritage Engineering from the University of Orléans, Valentin Joly decided to put his technical skills and interpersonal abilities to work for Culture Patrimoine and its clients.

With his initial experience in independent wealth management, he now brings a precise and structured perspective, combining in-depth analysis with a keen ability to listen. His dedication and professionalism make him a reliable asset in helping our clients build and secure their wealth management plans.

Convinced that wealth management goes beyond mere numbers, Valentin makes it a point of honor to build a relationship of trust with each client, in order to develop sustainable, personalized strategies that align with their life goals.

06 71 60 85 98
valentin.joly@culturepatrimoine.fr
linkedin.com/in/valentin-joly/

Charlotte GOLLENTZ

Senior Analyst

Profile of Charlotte Gollentz, Junior Analyst at Culture Patrimoine. Charlotte joined us during her final-year internship as part of her Master’s program in Legal and Tax Engineering for Wealth Management at the University of Strasbourg. She continues her journey with us, bringing her cheerful disposition, professionalism, and team spirit to our daily work.

Charlotte Gollentz joined Culture Patrimoine as part of her capstone internship for the Master’s program in Legal and Tax Engineering for Wealth Management at the University of Strasbourg. Her experience there quickly confirmed her interest in wealth management consulting—today, she continues this journey with us, bringing her smile, professionalism, and team spirit to the table every day.

Thanks to her specialized training in estate planning and her ability to combine legal rigor with a human touch, Charlotte is committed to providing reliable, tailored support to each client.

Her kindness and dedication make her a valuable team member, capable of bridging the gap between technical expertise and customer service.

06 37 41 73 50
charlotte.gollentz@culturepatrimoine.fr
linkedin.com/in/charlotte-gollentz/

Sidonie FOURMOND

Analyst

Profile of Sidonie Fourmond, Analyst at Culture Patrimoine. Sidonie Fourmond has been working as an analyst under a work-study contract at Culture Patrimoine since September 2024. She first joined the firm as an intern in May 2024, which allowed her to quickly immerse herself in the practices of wealth management before continuing with the work-study program.

Sidonie Fourmond
has been working as an Analyst under a work-study contract at Culture Patrimoine since September 2024. She first joined the firm as an intern in May 2024, which
allowed her to quickly immerse herself in the practices of wealth management before continuing with
the work-study program.

Prior to that, she gained initial experience in management and administration, which
has given her a rigorous and structured approach. Her versatility, professionalism, and dedication make her
a reliable asset in supporting Culture Patrimoine’s clients with their estate planning projects.


06 08 58 46 50

sidonie.fourmond@culturepatrimoine.fr

linkedin.com/in/sidonie-fourmond/

Lola Dufour

Analyst

Profile of Lola Dufour, Analyst at Culture Patrimoine. As part of her work-study program for her Master’s degree in Wealth Management at Paris Dauphine University, Lola contributes to Culture Patrimoine with dedication, kindness, and a strong team spirit.
As part of her work-study program for her Master’s degree in Wealth Management at Paris Dauphine University, Lola contributes to Culture Patrimoine with dedication, kindness, and a strong team spirit. She brings a fresh perspective and valuable energy that enriches our client support. Attentive to contemporary wealth management challenges, she strives to combine financial expertise with a human-centered approach to best meet the expectations of our clients, whether they are individuals or professionals.
06 08 62 33 58
lola.dufour@culturepatrimoine.fr
linkedin.com/in/lola-dufour

Chloë DENIS

Senior Analyst

Profile of Chloe Denis, Senior Analyst at Culture Patrimoine

With a Master’s degree in Wealth Management Engineering from the University of Rennes (M2 ISP)—a comprehensive program specializing in law, taxation, and corporate and wealth management—Chloë now brings her specialized expertise and solid background in wealth management consulting to the service of Culture Patrimoine’s clients.

She combines legal rigor with a commitment to client support to offer tailored, long-term solutions. Her expertise allows her to seamlessly navigate tax, legal, and wealth management issues while maintaining a human and personalized approach—an essential element in managing family or business assets.

06 73 84 65 46
chloe.denis@culturepatrimoine.fr
linkedin.com/in/chloe-denis/

Céline DELRÉE

Administrative and Regulatory Affairs Manager

Profile of Céline Delrée, Head of Administrative and Regulatory Affairs at Culture Patrimoine. As part of Culture Patrimoine’s commitment to social development, Céline coordinates our green finance initiatives. She is also actively involved in our internal initiatives to improve workplace well-being.

Specializing in regulatory compliance, Céline serves as our point of contact at Culture Patrimoine to ensure that we fully meet our commitments (
). With her professional experience in asset management (
) and the financial sector, her expertise is invaluable to Culture Patrimoine.

Céline is involved in the social development initiatives at Culture Patrimoine and serves as the coordinator for green finance initiatives
. She is also consistently engaged in our internal initiatives focused on quality of life at work
.


07 87 79 27 82


celine.delree@culturepatrimoine.fr


linkedin.com/in/celine-delree/

Nicolas de Beaucourey

Senior Consultant

Profile of Nicolas de Beaucoudrey, Senior Consultant. Nicolas joined Culture Patrimoine because of its focus on customer service, a value he holds dear. He now leads a team that shares this same mindset.
After specializing in International Wealth Management at ESCP and gaining professional experience in private banking at Crédit Agricole and in family office management at Cyrus Conseil, Nicolas joined Culture Patrimoine to focus on the client service aspect that is so important to him. He now manages a team that shares this same philosophy. He is a lecturer at Francis Lefebvre Formation on topics related to business owners’ wealth. As a sailing instructor trainer, he knows how to navigate both calm waters and rough seas.
06 27 81 24 17
nicolas.debeaucoudrey@culturepatrimoine.fr
linkedin.com/nicolas-de-beaucoudrey

Clément DAMBLANT

Senior Analyst

Clément Damblant, Senior Analyst at Culture Patrimoine

Clément joined us in 2022 after completing a distinguished degree program in corporate law and taxation at Paris 1 Panthéon-Sorbonne University, as well as gaining experience in private banking.

Thanks to his technical expertise and dedication to customer service, Clément is a real asset to the Culture Patrimoine team.

He is also an avid runner and regularly participates in marathons and races throughout France.


06 42 74 81 17

clement.damblant@culturepatrimoine.fr

linkedin.com/clement-damblant

Thomas COLI

Analyst

Profile of Thomas Coli, Analyst at Culture Patrimoine

With a master’s degree in Wealth Management and Professional Wealth from the University of Montpellier, Thomas has chosen to put his in-depth technical expertise and excellent interpersonal skills to work for Culture Patrimoine and its clients. He is an invaluable asset to our firm.


06 37 41 73 50

thomas.coli@culturepatrimoine.fr

linkedin.com/thomascoli

Lucas BULFONI

Manager

Lucas Bulfoni, Manager at Culture Patrimoine

After earning a Master’s degree in Economics from the Toulouse School of Economics and gaining experience at an independent wealth management firm, Lucas decided to put his technical skills and drive to work for his clients. His dedication and kindness make him an excellent asset in supporting Culture Patrimoine’s clients.


07 89 35 28 03

lucas.bulfoni@culturepatrimoine.fr

linkedin.com/lucas-bulfoni

Gabriel BOER

Senior Analyst

Gabriel Bauer, Senior Analyst at Culture Patrimoine

After earning his master’s degree in Heritage Engineering from the University of Toulouse, Gabriel decided to put his expertise in civil and tax matters to work at Culture Patrimoine to help develop world-class heritage strategies. His personal qualities ensure that his clients receive impeccable service.


06 42 07 90 34

gabriel.boer@culturepatrimoine.fr
  linkedin.com/gabriel-boer

Alysé Beffara

Senior Analyst

Profile of Alysé Beffara, Senior Analyst at Culture Patrimoine

After earning a Specialized Master’s degree in International Wealth Management from ESCP and gaining experience at an independent wealth management firm, Alysé decided to put her technical skills, drive, and empathy to work for her clients.

  07 88 27 86 60

alyse.beffara@culturepatrimoine.fr

linkedin.com/Alysé-Beffara

Julien BAUSSANT

Analyst

Profile: Julien Baussant, Analyst at Culture Patrimoine

After completing a four-year BBA in Global Business Administration at emlyon business school, Julien Baussant went on to earn a Specialized Master’s® in Financial Wealth Management at SKEMA Business School.

As part of this program, he joined Culture Patrimoine, where he completed an internship followed by a work-study program between January 2024 and October 2025.

06 08 62 13 02
julien.baussant@culturepatrimoine.fr
linkedin.com/in/julien-baussant/

Fanny BASTIN

Consultant

Fanny Bastien, Consultant at Culture Patrimoine

Fanny’s dedication and commitment to service are real assets to the team. After earning a master’s degree in Heritage Engineering in Toulouse and gaining professional experience in private banking, she decided to put her skills to work for Culture Patrimoine’s clients.


07 85 44 13 99

fanny.bastien@culturepatrimoine.fr

linkedin.com/fanny-bastien

Chloé BAINVILLE

Analyst

Profile of Chloé Bainville, Analyst at Culture Patrimoine

Originally from Bordeaux, Chloé decided to put her technical skills to work at Culture Patrimoine after earning her master’s degree in Heritage Engineering from the University of Toulouse-
.
Her kindness and professionalism ensure that our clients receive exceptional support.

06 42 07 55 58


chloe.bainville@culturepatrimoine.fr


linkedin.com/in/chloé-bainville/

Laetitia Aldeguer

Partner

Profile of Laetitia Aldeguer, Analyst at Culture Patrimoine

Laetitia ALDEGUER joined Culture Patrimoine in 2008 and became a partner in 2018.
In addition to advising several historic families, she oversees the firm’s
support functions: regulatory affairs, administration, quality control, finance, accounting
, and human resources.

As a baton twirling coach and former athlete, she has guided athletes to titles in the "
" competition and medals at the French and European championships.

She holds a Master's degree in Finance from Paris VI.



06 66 37 94 30


laetitia.aldeguer@culturepatrimoine.fr


linkedin.com/laetitia-aldeguer

First Name and Last Name

Current position

Description
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prenom.nom@culturepatrimoine.fr
linkedin.com/first-name-last-name