Maison Blanche Patrimoine

Maison Blanche Patrimoine is an independent French wealth management firm and multi-family office based in Forges-les-Bains, in the Vallée de Chevreuse south of Paris. It positions itself between private banking and independent wealth advisory, combining the engineering depth of a private bank with the freedom of a firm that has no bank or insurer shareholder. The firm advises executives, entrepreneurs, liberal professionals and wealthy families on structuring, growing and transmitting their assets, and states that it manages more than €50 million in advised assets. The firm was founded in 2023 by Valentin Marchand, who had begun practising independent wealth advisory in 2020. It operates as a SASU with share capital of €100,000 and is registered with ORIAS under number 23008279. Its regulatory statuses include insurance broker (COA), financial investment adviser (CIF, member of ANACOFI-CIF and under AMF supervision) and appropriate legal competence (CJA). The team has grown to 11 people, including private bankers, private wealth advisers and a wealth management assistant. Maison Blanche Patrimoine presents itself as a family house serving families, with a long-term, often multi-generational horizon. It emphasises independence, bespoke strategies rather than standardised solutions, and a dedicated, reachable adviser for each client. The firm is based in the Vallée de Chevreuse but supports clients throughout France and internationally via videoconference. It received a Leaders League / Décideurs 2025 distinction and reports a 5.0/5 rating from 56 Google reviews.

Maison Blanche Patrimoine traces its origins to 2020, when Valentin Marchand chose independence to practise wealth advisory. After three years of independent practice, in 2023 he founded Maison Blanche Patrimoine to give the activity the scale of a genuine wealth house. The ambition was to offer families advice comparable to the most recognised private banks, without the conflicts of interest that often accompany integrated structures. The firm began as a single adviser and gradually expanded its team to 11 people, including a private banker, private wealth and fortune advisers, and a wealth management assistant. This controlled growth allowed it to address a diversity of client needs while preserving a dedicated, reachable lead adviser for each client over the long term. Based in Forges-les-Bains in the Vallée de Chevreuse, the firm serves clients throughout France and internationally via videoconference. It operates as a SASU with share capital of €100,000 and is registered with ORIAS under number 23008279. Its regulatory statuses are insurance broker (COA), financial investment adviser (CIF, member of ANACOFI-CIF and under AMF supervision) and appropriate legal competence (CJA). The firm reports more than €50 million in advised assets, seven years of founder experience, and a 5.0/5 rating from 56 Google reviews, and received a Leaders League / Décideurs 2025 distinction.

• 2025

  Receives Leaders League / Décideurs 2025 distinction.

• 2023

  Founding of Maison Blanche Patrimoine as a wealth house.

• 2020

  Valentin Marchand chooses independence to practise wealth advisory.

Independent multi-family office combining private-bank rigour with the freedom of a firm with no bank or insurer shareholder; bespoke, long-term, discreet advice.

• Multi-family office advisory

  Bespoke wealth structuring, investment and transmission advice for executives, professionals and families.

• Insurance brokerage (COA)

  Insurance brokerage status registered with ORIAS.

• Financial investment advice (CIF)

  Financial investment adviser status, member of ANACOFI-CIF and under AMF supervision.

1. 1Maison Blanche Patrimoine, Multi Family Office indépendantmaisonblanchepatrimoine.com
2. 2Le cabinet, Maison Blanche Patrimoine, Family Officemaisonblanchepatrimoine.com
3. 3Wikidata Q139624925wikidata.org