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The firm

About us

CGP Gestion was born from a wish to bring together a full range of expertise to protect the income and grow the wealth of individuals and business owners alike.

CGP Gestion is an independent private wealth management advisory firm, dedicated to supporting any individual or business owner in carrying out investment and acquisition projects, to build, grow and/or pass on wealth.

Our values

What guides every relationship we build.

Three non-negotiable principles underpin every relationship with our clients.

01

Discretion

Your wealth and personal information is handled with the strictest confidentiality.

02

Trust

A long-term relationship built on listening, availability, and the independence of our advice.

03

Transparency

Clear recommendations, free of conflicts of interest, explained at every step of your project.

Our areas of expertise

Support structured around five pillars.

CGP Gestion draws on a network of experts to support decision-making and bring projects to life.

01

Wealth strategy

02

Credit scoring analysis

03

Financial and real estate investment advice

04

Family office and wealth management

05

Cross-disciplinary collaboration

Our network

A network of experts around CGP Gestion.

To bring every project to life, CGP Gestion coordinates an ecosystem of legal, accounting and financial professionals, in direct contact with your advisor.

Notary
Chartered accountants
Financial & real estate investments
Banks
Tax lawyers
CGP Gestion — Private wealth management advisory
Our experts

A multidisciplinary team, ready to listen.

01

A chartered accountant, DFCG-qualified in Paris.

02

A lawyer admitted to the Paris Bar.

03

A general insurance agent, with a degree in Wealth Management from Université Paris Dauphine.

04

The head of CGP Gestion, with a degree in Wealth Management from Université Paris Dauphine and a Master's in Economics and Finance from Université Panthéon-Sorbonne.

Want to talk to one of our advisors?