Our Services and Rates
A comprehensive wealth management strategy designed to maximize your returns
Our priority is to create real value for your assets.
Every strategy we implement has a clear objective: to generate measurable and sustainable returns that are tailored to your specific circumstances and financial goals.
Our fee structure reflects this commitment to performance and is designed to ensure transparency andalignment of interests.
On average, the recommendations we implement for our clients yield results that significantly exceed the fees incurred.
Measurable wealth creation
Value creation is at the heart of our wealth management services.
Every strategy we implement has a clear objective: to generate measurable and sustainable returns that align with our clients’ financial situations and wealth management goals.
On average, the strategies implemented yield results equivalent to nearly eight times the amount of the fees incurred.
These results are based on a rigorous, personalized, and demanding approach—one that makes no unrealistic promises but is constantly focused on delivering strong investment performance.
Our billing models are designed to reflect the actual value created and to foster a lasting alignment between your goals and our support.
Wealth Management
Consulting fees
Transparent billing, based on the complexity of your financial situation and the issues to be addressed.
Pay-for-performance billing
For certain specific transactions (sale of a business, succession planning, etc.), fees are payable only if an actual gain is realized. The fee amounts to an average of 10% of the gain generated.
Performance Fee
For financial management services, Culture Patrimoine may waive brokerage commissions in favor of compensation based on actual performance. This offer is reserved for families with assets under management exceeding €10 million.
Contact us for a confidential discussion
Each consulting engagement is tailored to your specific needs, with a strong emphasis on rigor, confidentiality, and value creation. The terms of service and compensation are defined with complete transparency, based on your situation and your objectives.
