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domain	monbureaupatrimonial.com
summary	This website presents a private wealth management firm offering personalized financial advice and investment solutions. Services include: financial planning and taxation advice, savings management, real estate investments, and a private wealth management/family office service. The firm boasts over 15 years of independent experience and a commitment to transparent, client-focused relationships, facilitated by a family office structure and dedicated support. Key features include a 360-degree approach to wealth management, access to institutional shares, digital tools, and ongoing market analysis. The firm is a member of the CNCGP and adheres to its ethical charter, emphasizing client loyalty, professional competence, and transparent communication.
title	My Heritage Office
description	Managing your assets with complete independence.
keywords	nous, clients, plus, cabinet, contact, dune, services, client, expertise, macro, cadre, solutions, fortune, relation, bureau, grenoble
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nslookup	A 54.183.102.22
created	2026-02-16
updated	2026-02-16
summarized	2026-02-16