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CHEVAL BLANC PATRIMOINE Reviews 287

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TrustScore 4.5 out of 5

4.6

Investment Service
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Company details

  1. Investment Service
  2. Tax Advisor

Written by the company

Cheval Blanc Patrimoine est un cabinet de gestion de patrimoine qui propose une aventure humaine à ses clients. Un interlocuteur unique, votre conseiller, pilote une approche à 360° pour optimiser tous vos sujets patrimoniaux : - Créer de la valeur, générer des performances - Transmettre en préservant. - Maîtriser et optimiser votre fiscalité - Générer des revenus, en créer, les optimiser - Protéger votre famille, vos proches - Anticiper le futur, la retraite, votre vie d’ensuite. - Optimiser votre patrimoine professionnel si il existe. - Organiser votre patrimoine

Contact info

4.6

Excellent

TrustScore 4.5 out of 5

287 reviews

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Replied to 40% of negative reviews

Typically takes over 1 month to reply

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Rated 5 out of 5 stars

Au top !

Au top ! Deserve to be number 1.

Thibaut has solved a tricky situation for us in 3 weeks. Reliable, honest, focusing on the best solution he could provide.

Kudos to him and to the Team.
Thank you !

March 10, 2026
CHEVAL BLANC PATRIMOINE logo

Reply from CHEVAL BLANC PATRIMOINE

Hello,

Thank you very much for your message. We’re delighted to hear that the support you received met your expectations, and that the situation could be resolved quickly with the right solution. We will, of course, pass on your kind words to Thibaut and to the whole team.

Kind regards,

Cheval Blanc Patrimoine

Rated 5 out of 5 stars

Very clear and efficient support/guidance

I am very satisfied with the support and guidance provided by Kevin C. His inputs have been very clear since the beginning, and the exchanges were very efficient. The proposals I have received are fully adapted to my inputs. I have also very much appreciated Kevin availability (end of the day and week ends), and the simplicity of the IT tools I have used so far.

May 4, 2025
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