What Option Patrimoine does

Option Patrimoine is a French private wealth management and family office advisory firm headquartered in Bruguières (near Toulouse), operating as a regulated SAS (registered capital €277,375) within the Cyrus Group, whose parent Cyrus Herez is backed by Bridgepoint Développement Capital. The firm delivers personalised wealth, legal, tax, financial investment, and real estate advisory services through dedicated private advisors, each managing a maximum of 30 client families — a deliberately high-touch model targeting business owners preparing for company cession (typical ticket €2M–€40M, 0–7 year horizon), wealthy families delegating day-to-day wealth management, and asset-funded lifestyle clients.

The firm is regulated as an intermediary under multiple French regimes (CIF, COA, COBSP) and registered with ORIAS (#07004800), AMF, and ACPR, with professional liability insurance. Its technology layer is a secure client portal ('nexus.manymore.fr') hosted on OVH infrastructure, comprising three built-in capabilities: Web Conférence for real-time advisor meetings, 'Mes Actifs Financiers' for consolidated multi-account visualisation, and 'Ma Bibliothèque' for document archiving. Product shelf is delivered through partnerships with sister-group entities ETERNAM, AMPLEGEST, ALTIXIA REIM, and CYRUS HEREZ, alongside insurance partners (AXA France VIE, Generali/CARDIF, Primonial, SwissLife, Nortia, Suravenir) and banking partners (AXA Banque, BNP Cardif).

Revenue is generated via advisory fees and commissions on financial instruments (the firm explicitly provides non-independent advice based on a broad analysis of financial instruments), with no publicly disclosed pricing. Client acquisition is referral-driven through interprofessional networks (expert accountants, lawyers, notaries) and existing client recommendations, and the firm is a member of the CNCGP. Geographic scope is restricted to clients fiscally resident in France, limiting addressable demand to a single market.

Name

Option Patrimoine

Legal name

OPTION PATRIMOINE

Website

https://option-patrimoine.fr

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Option Patrimoine is a Toulouse-based, Cyrus Group-affiliated French wealth management and family office firm providing personalised legal, tax, financial, and real estate advisory to business owners preparing company cession and to wealthy families seeking delegated wealth management, delivered through dedicated private advisors capped at 30 families each.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Estate Planning, Trust Structuring & Governance (FSAAADAF), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Family Office Services (Single & Multi-Family Office) (FSABADAF), Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

Keywords

• Private wealth management
• Family office services
• Patrimonial advisory
• Wealth transmission planning
• Financial advisory

Headquarters

HQ city

Bruguières

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Fees and Commissions: Revenue generated from advisory fees and commissions on financial instruments. The company provides non-independent financial investment advice based on a broad analysis of financial instruments, with remuneration through both advisory fees and commissions.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels3 records

Core offering

Option Patrimoine provides private wealth management and family office services targeting business owners and families, with a particular focus on clients undergoing business cession or wealth transmission. The firm delivers a global patrimonial strategy that integrates legal, fiscal, financial, real estate, and family governance advisory under a single relationship, supported by a secure client portal for ongoing asset monitoring and advisor interaction.

Product overview

Option Patrimoine offers a unified private wealth management and Family Office service rather than a modular software platform. The core offering, Gestion Privée et Family Office, combines patrimonial, legal, tax, financial investment, and real estate advisory services. Client service is delivered through an integrated digital portal featuring three built-in components: Web Conférence (for virtual advisor meetings), Mes Actifs Financiers (consolidated account visualization), and Ma Bibliothèque (document archive). All services are personalized through dedicated private advisors supported by multidisciplinary expert teams.

Differentiator

Problem solved

Functional benefit

Products and services

• Gestion Privée et Family Office

Quantifiable outcome

• Each private advisor serves maximum 30 families ensuring high-quality personalized service

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

15 partnerships are on record, tiered minor and core.

• ETERNAMminorOthersSister company within the corporate group structure. Listed as one of the product providers with which the CIF maintains a significant capital relationship.
• ALTIXIA REIMminorOthersSister company within the corporate group structure. Listed as one of the product providers with which the CIF maintains a significant capital relationship.
• AMPLEGESTminorOthersSister company within the corporate group structure. Listed as one of the product providers with which the CIF maintains a significant capital relationship.
• CYRUS HEREZcoreOthersParent company of Option Patrimoine within the Cyrus group. Listed as one of the product providers with which the CIF maintains a significant capital relationship.
• CYRUS GROUPEcoreOthersHolding company of the Cyrus group. Listed as one of the product providers with which the CIF maintains a significant capital relationship.
• BRIDGEPOINT (Bridgepoint Développement Capital)minorOthersBridgepoint Développement Capital is a shareholder of the CYRUS group. Listed as one of the product providers with which the CIF maintains a significant capital relationship.
• AXA France VIEminorOthersInsurance company partner for the COA (courtage en assurance) activity. Listed among insurance companies with which the broker can work.
• GENERALIminorOthersInsurance company partner for the COA (courtage en assurance) activity. Listed among insurance companies with which the broker can work (via CARDIF Luxembourg).
• PRIMONIALminorOthersInsurance company partner for the COA (courtage en assurance) activity. Listed among insurance companies with which the broker can work.
• SWISSLIFE France and SWISSLIFE LuxembourgminorOthersInsurance company partner for the COA (courtage en assurance) activity. Listed among insurance companies with which the broker can work.
• NORTIAminorOthersInsurance and banking partner for COA and COBSP activities. Listed among insurance companies and banking institutions with which Option Patrimoine works.
• SURAVENIRminorOthersInsurance company partner for the COA (courtage en assurance) activity. Listed among insurance companies with which the broker can work.
• CARDIFminorOthersInsurance company partner (BNP Paribas Cardif) for the COA (courtage en assurance) activity. Listed among insurance companies with which the broker can work.
• AXA BanqueminorOthersBanking partner for COBSP (courtage en opérations de banque et services de paiement) activity. Listed among banking institutions with which Option Patrimoine works.
• CNCGP (Chambre nationale des conseils en gestion de patrimoine)minorOthersProfessional association of private wealth management advisors, approved by the AMF (Autorité des marchés financiers). Option Patrimoine is a member of this association.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Lazard Frères Gestion: French arm of the global Lazard financial advisory and asset management group, providing private wealth management and family office services to French HNW clients. Comparable in client segment and full-service wealth advisory, though anchored in a global advisory brand.
• BNP Paribas Wealth Management: Large private banking arm of BNP Paribas serving French HNW/UHNW clients with integrated wealth planning, investment, and banking services. Comparable in client profile and full-service advisory scope, but vastly larger scale and institutional positioning.
• Edmond de Rothschild (France): Major Franco-Swiss private banking and wealth management group with French operations serving HNW/UHNW clients. Comparable in client segment and broad wealth advisory scope, but materially larger scale and international footprint. Also a listed product partner of Option Patrimoine.
• Indosuez Wealth Management (France): Wealth management arm of Crédit Agricole serving French HNW clients through Gestion Privée and Family Office offerings. Comparable in client segment and service mix, but with materially larger AUM, scale, and brand recognition as a bank-backed incumbent.
• Oddo BHF (France): Franco-German private banking and wealth management group offering Gestion Privée, asset management, and family office services to French and European HNW clients. Comparable in service mix and client segment, but with broader European footprint and corporate financing capabilities.

Direct peers

• Primonial: One of France's largest independent wealth management groups offering private wealth advisory, real estate investment (SCPI), insurance, and asset management. Comparable as a broad-wealth advisor serving French HNW clients; also a listed Option Patrimoine insurance partner (Primonial for COA).
• Meeschaert: Independent French private wealth management and family office firm, founded 1947, specializing in HNW/UHNW advisory with emphasis on ethical and sustainable investing. Highly comparable in service model (gestion privée + family office), target segment, and long-standing independent positioning.
• NORTIA: French wealth management and CGP network offering comprehensive private wealth advisory including cession accompagnement, insurance brokerage, and banking intermediation. Comparable in target market (French HNW/UHNW), regulatory scope, and product breadth. NORTIA is also a listed partner of Option Patrimoine for COA/COBSP activities.
• Cyrus Herez / Cyrus Groupe: Parent organization of Option Patrimoine. French private wealth management and family office group with overlapping client base, similar service model (Gestion Privée et Family Office), and shared regulatory registrations. Most directly comparable peer given shared governance, branding, and strategic positioning.

Emerging players

• Montpensier Finance: French independent wealth management firm offering gestion privée and asset management services to HNW clients. Comparable as an independent French CGP competitor with overlapping client profile, though with stronger asset management product focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/about

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Option Patrimoine