Patrimoine et Residences

What Patrimoine et Residences does

Patrimoine & Résidences is an independent, founder-led boutique advisory firm headquartered at 58 rue de Monceau in the 8th arrondissement of Paris, providing real estate patrimonial strategy, asset arbitrage, and transaction advisory services to high-net-worth individuals, business owners, wealthy families, and expatriates holding property in Paris and Île-de-France. The firm operates a proprietary three-step methodology—Audit (portfolio diagnostic), Arbitrage (hold/sell/restructure scenarios), and Execution (transaction and notary coordination)—delivered through confidential, advisory-led engagements rather than a software or technology platform. Its core services comprise Audit Patrimonial, Arbitrage Patrimonial, Transaction Immobilière, and Conseil et Investissement Stratégique, with deep specialization in French fiscal regimes including LMNP (Loueur en Meublé Non Professionnel), SCI (Société Civile Immobilière under IR or IS), démembrement, and déficit foncier.

The business model is professional services: revenue derives from advisory and consulting fees on patrimonial audits, arbitrage analyses, strategic investment consulting, and transaction management, structured as project-based or retainer arrangements rather than standardized pricing. Distribution is exclusively direct—no intermediaries, marketplaces, or self-service channels—with client acquisition driven by a content-marketing blog (analyses on LMNP 2026, Paris market trends, quartier dynamics) supplemented by professional referrals from notaries and specialized accountants. The firm also operates a curated property listings offering ('Séléction de Biens Immobiliers') that surfaces analyzed, off-market opportunities. According to the firm, it has accompanied 40+ clients and completed 52 projects over 6 years of operation, with no disclosed headcount, funding, or revenue figures.

The firm has no AI/ML, API, or proprietary technology stack; its technology footprint is limited to standard website infrastructure (Ionos hosting), appointment scheduling (Calendly), and a real estate CMS (Estatik). Geographic scope is single-country domestic (France, Île-de-France), with no disclosed institutional investors, parent company, or external capital backing. Margaux Porquet-Godin serves as Directrice de la publication and the visible founder, and the firm positions itself as a fiduciary advisor that may recommend against sale where warranted—a deliberate departure from transaction-driven competitors.

Name

Patrimoine et Residences

Legal name

Patrimoine & Résidences

Website

https://patrimoineetresidences.fr

Company type

Private

Operating status

Operating

Short description

Patrimoine & Résidences is an independent Paris-based boutique advisory firm providing real estate patrimonial strategy, asset arbitrage, and transaction advisory to high-net-worth individuals, business owners, families, and expatriates across Paris and Île-de-France, with specialized expertise in LMNP, SCI, and fiscal structuring.

Ownership category

akta.pro rank

Product category

Real Estate Wealth Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Real Estate Agents & Managers (For Others) (6531), Investment Advice (6282)

akta.pro primary industry

Luxury & High-End Residential Brokerage (BPAJAAAC)

akta.pro secondary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Real estate advisory
• Patrimonial structuring
• Wealth management consulting
• Property transaction advisory
• Real estate investment strategy

Headquarters

HQ city

Paris

HQ country

France

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Advisory and Consulting Fees: The firm generates revenue through advisory fees for patrimonial audit, arbitrage analysis, strategic investment consulting, and transaction management services. Given the boutique, high-touch nature of the service targeting high-net-worth clients, fees are likely structured as project-based or retainer arrangements rather than standardized pricing.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Patrimoine & Résidences is an independent Paris-based boutique advisory firm delivering real estate wealth management services to high-net-worth individuals, business owners, families, and expatriates across Paris and Île-de-France. Its core offering is a three-step methodology (Audit, Arbitrage, Exécution) that combines comprehensive patrimonial diagnostics, strategic hold/sell/restructuring decisions, and end-to-end transaction support, with deep specialization in French fiscal regimes such as LMNP, SCI, and déficit foncier.

Product overview

Patrimoine et Residences is an independent real estate wealth management advisory firm offering a coordinated suite of services: Audit Patrimonial (comprehensive property diagnostic), Arbitrage Patrimonial (hold/sell/restructuring decisions), Transaction Immobilière (end-to-end property transaction support), and Conseil et Investissement Stratégique (investment advisory). The firm specializes in fiscal structuring through LMNP, SCI (IR/IS), and déficit foncier regimes. A curated property listing portfolio is offered alongside educational content via its blog. All services are delivered as advisory consulting—typically in-person or via Calendly scheduling—with no standalone software product or developer-facing API.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit Patrimonial Comprehensive diagnostic analysis of a client's real estate assets evaluating real financial performance, market positioning, and fiscal treatment; delivered as a written report with scenario projections and a prioritized action plan for high-net-worth property owners in Paris and Île-de-France.
• Arbitrage Patrimonial Strategic analysis to determine whether to hold, sell, or restructure real estate assets for optimal portfolio performance, integrating yield analysis, capital gains impact, IFI exposure, and ownership structure considerations for property owners.
• Transaction Immobilière Full-service real estate transaction support including strategic positioning, precise valuation, confidential marketing, negotiation, and legal securization through to authentic deed signing, for high-end residential properties in Paris and Île-de-France.
• Conseil et Investissement Stratégique Strategic real estate investment advisory covering market analysis, profitability studies, and optimal legal and fiscal structuring (including LMNP, SCI, and démembrement regimes) for property acquisition in Paris and Île-de-France.
• Sélection de Biens Immobiliers Curated property portfolio including haussmannian apartments, furnished studios under the LMNP regime, and townhouses, each pre-analyzed for location, build quality, value potential, and fiscal fit before being presented to qualifying investors.

Quantifiable outcome

• 52 projects completed
• +2 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Notaires de PariscoreImplementation/ SI/ Consulting PartnerNotary offices in Paris are integral to property transaction execution in France. The firm coordinates with notaries for transaction closing, act authentication, and legal documentation. This is a standard professional partnership required for all French real estate transactions.
• Expert-comptables spécialisés LMNP/SCIcoreImplementation/ SI/ Consulting PartnerAccountants specializing in LMNP (furnished rental) and SCI (civil real estate company) tax regimes work with the firm to implement structuring recommendations. Coordination with accounting professionals is essential for clients adopting LMNP real or SCI structures.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• BNP Paribas Wealth Management: Large French bank's wealth management division serving HNW and UHNW clients in Paris with integrated investment advisory, estate planning, and real estate structuring services. Comparable as a competitor addressing the same Parisian HNW demographic, though from a much larger institutional platform with associated conflicts.
• JLL France: Global real estate services firm with substantial Paris residential capital markets and advisory capability for HNW and UHNW investors. Comparable as an established real estate advisor operating in the same Parisian luxury segment, though with a much broader (commercial and residential) portfolio.

Direct peers

• Cyrus Capital: Paris-based multi-family office and wealth advisory firm offering independent patrimonial advisory, real estate strategy, and asset structuring for HNW individuals and families. Comparable in offering integrated patrimonial advice (including real estate) from an independent fiduciary platform in France.
• Propriétés Privées: French luxury real estate network focused on high-end residential and prestige property transactions. Comparable as an independent-leaning French brokerage addressing demanding property owners in the same luxury bracket across Paris and Île-de-France.
• Engel & Völkers France: Global luxury real estate brand with significant Paris presence, focused on high-end residential transactions and advisory. Comparable as a high-end brokerage addressing the same HNW Parisian demographic, though with a much larger international footprint.
• Barnes Paris: International luxury real estate network with a strong Parisian franchise focused on premium transactions, off-market properties, and advisory services for HNW families. Comparable in targeting the same demanding investor and family clientele in central Paris.
• Daniel Féau: Paris-based luxury residential real estate firm founded in 1990, specializing in high-end transactions across central Paris (8th, 16th, 17th arrondissements). Comparable as a specialized, transaction-led advisor serving demanding Parisian property owners and buyers in a similar price segment.
• Haussmann Patrimoine: Independent French wealth advisory firm specializing in patrimonial strategy for HNW families, including real estate structuring, fiscal optimization, and SCI/LMNP advisory. Directly comparable as a boutique, independent Parisian patrimonial advisor serving similar clientele.
• Junot Fine Homes: Boutique luxury residential real estate firm headquartered in Paris serving HNW buyers and sellers. Comparable in operating a high-touch, advisory-led model in the same Parisian luxury segment, with associated wealth-management adjacencies.

Emerging players

• KSE Partners: French independent wealth advisory firm serving business owners and families on patrimonial strategy, including real estate structuring and optimization. Comparable in its independence and HNW family advisory orientation, though slightly broader in scope than Patrimoine & Résidences.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Patrimoine et Residences