Nouvelle Donne Patrimoine

What Nouvelle Donne Patrimoine does

Nouvelle Donne Patrimoine is a French independent wealth management advisory firm founded in 2016 and headquartered in Rennes, operating across four offices in Brittany and Pays de la Loire (Rennes, Vannes, Montaigu-Vendée, and Nantes). The firm is co-founded by Erwan Quéméré and Pierre Lebret, each bringing 25 years of wealth management and private banking experience, and now comprises nine wealth management experts plus administrative staff. It positions itself as a 'translator of complexities' (traducteur de complexités) for high-net-worth individuals, business owners, blended families, real estate investors, and judicially protected adults, delivering services through five pillars: patrimonial audit, patrimonial strategy, annual patrimonial follow-up, Multi-Family Office, and protected-adults accompaniment.

The firm distributes and advises on a broad catalog of third-party financial products including assurance-vie, PER, capitalization contracts, PEA, SCPI, LMNP/LMP, nue-propriété, private equity, private debt, alternative passion investments, and tax-optimization vehicles (Malraux, Monument Historique, Denormandie). There is no proprietary technology platform; the firm relies on standard financial planning tools, client management systems, and partner products. Its go-to-market is consultative and event-driven, combining direct advisor relationships, in-person office consultations, recurring client evenings with partners such as QualiRetraite, CONSULTIM, and CEDRUS PARTNERS, and educational content via its editorial news site and LinkedIn presence.

Revenue is generated through advisory/consulting fees for patrimonial audits, strategy development, and annual follow-up, supplemented by commissions from third-party product distribution. Pricing is not publicly disclosed and is customized per client mandate. The firm is privately held by its founders and partners, with no external institutional investment, no disclosed funding rounds, and no parent company. Ownership remains founder/partner-based, with Nathalie Mayoux joining as associate in 2020 and Bénédicte Esnault joining as associate in 2024, each tied to a corresponding office opening.

Name

Nouvelle Donne Patrimoine

Legal name

Nouvelle Donne Patrimoine

Website

https://nouvelledonne-patrimoine.fr

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Nouvelle Donne Patrimoine is an independent French wealth management advisory firm founded in 2016, serving high-net-worth individuals, business owners, and blended families across Brittany and Pays de la Loire via four offices and nine advisors.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Office Services (Single & Multi-Family Office) (FSABADAF)

Keywords

• Wealth management advisory
• Estate planning services
• Investment advisory
• Tax optimization consulting
• Multi-family office

Headquarters

HQ city

Rennes

HQ country

France

HQ region

Europe

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory and consulting fees: Nouvelle Donne Patrimoine generates revenue through advisory fees for its wealth management consulting services, including patrimonial audits, strategy development, and ongoing portfolio follow-up. The firm also earns commissions from distributing financial products such as life insurance contracts (assurance-vie), pension savings plans (PER), real estate investments (SCPI, nue-propriété, LMNP/LMP), capital investment (private equity), and other structured products.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Nouvelle Donne Patrimoine is a wealth management advisory firm providing patrimonial audits, customized long-term wealth strategies, and ongoing annual follow-up for individuals and families. The firm distributes third-party financial, real estate, alternative, and tax-optimization products (life insurance, PER, SCPI, LMNP, private equity, Malraux, etc.) and offers specialized Multi-Family Office services for complex family wealth and accompaniment for protected adults.

Product overview

Nouvelle Donne Patrimoine operates as a comprehensive wealth management advisory firm offering a unified platform of consultative services organized around five core pillars: Patrimonial Audit, Patrimonial Strategy, Patrimonial Follow-up, Multi-Family Office, and Protected Adults Support. The firm provides investment solutions across four categories—financial (life insurance, PER, PEA, capitalization contracts, crypto-assets), real estate (furnished rentals, SCPI, real estate funds, bare ownership), private/non-listed investments (private equity, private debt, alternative passion investments), and tax optimization products (Malraux, Monument Historique, Denormandie). Advisory services are delivered through five territorial offices in Rennes, Vannes, Montaigu-Vendée, and Nantes, with accompaniment ranging from annual check-ups to monthly reinforced Multi-Family Office follow-up. The firm positions itself as an interprofessional hub collaborating with notaries, lawyers, and accountants to deliver holistic patrimonial management.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit patrimonial

Quantifiable outcome

• Annual patrimony follow-up adjusts strategy to legislative changes and personal evolutions, ensuring continued relevance of the wealth plan.

Named customers2 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• CONSULTIM (Group)coreStrategic or Co-development Partner · 20 November 2025CONSULTIM served as a co-presenter at the 'Où investir en 2026?' client evening on November 20, 2025, sharing expertise on managed real estate investments (LMNP status) alongside Nouvelle Donne Patrimoine.
• CEDRUS PARTNERScoreStrategic or Co-development Partner · 20 November 2025CEDRUS PARTNERS co-presented at the 'Où investir en 2026?' client evening, contributing expertise on capital investment (private equity) as a complement to real estate investment themes covered by CONSULTIM.
• QualiRetraitecoreStrategic or Co-development Partner · 7 November 2024Nouvelle Donne Patrimoine partnered with QualiRetraite to co-host an exclusive 'Soirée Retraite' event on November 7, 2024, aimed at sensitizing professionals to retirement anticipation and preparation. The event featured expert conferences on wealth management and taxation for retirement, followed by a cocktail dinner for networking.
• Révélons nos Pépites (association)minorOthersNathalie Mayoux, associate at Nouvelle Donne Patrimoine, played a key role in establishing the 'Rallye des Pépites Montacutaines' initiative, an original employer engagement and local talent discovery event in Montaigu, supported by the Révélons nos Pépites association. This reflects the firm's commitment to local economic development.

Scale indicators4 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• UFF (Union Financière de France): Established French wealth advisory firm with broad national distribution and a multi-product shelf. A larger incumbent serving similar HNW needs but at materially greater scale.
• Lazard Frères Gestion: Global financial advisory firm with a French family office and private wealth management practice. Operates in the same wealth advisory category but at significantly greater scale and institutional depth.
• Primonial: Major French wealth and asset management group with private banking, patrimonial advisory and real estate solutions. Comparable service categories but a much broader and larger platform.

Direct peers

• Hoche Partenaires: Independent French family office focused on HNW and UHNW advisory, wealth engineering and interprofessional coordination. Comparable model with strong pedigree and similar clientele.
• Crystal Patrimoine: Network of independent French wealth management advisors offering audit, strategy, retirement and estate services to individuals and business owners. Closely aligned in GTM, scale and service mix.
• Avvens: Independent French family office providing global wealth engineering, intergenerational and entrepreneurial advisory. Overlapping MFO-style offering for HNW/UHNW French families.
• Carbura: Independent French multi-family office providing intergenerational wealth structuring, tax optimization and family governance services to HNW families. Closely mirrors Nouvelle Donne Patrimoine's MFO value proposition.
• Groupe Cyrus: French independent wealth management advisory firm offering patrimonial audit, strategy, multi-family office and product distribution. Directly comparable in size, structure and target HNW clients across regional France.
• Netinvestissement: French independent wealth advisory firm offering patrimonial audit, tax optimization, real estate and financial product distribution to retail-affluent clients. Similar consultative model and product universe.
• Advenis: French wealth advisory and real estate investment firm serving private clients and entrepreneurs with patrimonial and tax-optimized solutions. Overlapping product shelf (SCPI, Malraux, LMNP) and client segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/nouvelle-donne-patrimoine-officiel

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 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 Nouvelle Donne Patrimoine