Vellum Finance & Patrimoine
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Overview
$1,000+
Min Project Size
2 - 9
Employees
2010
Year Founded
ABOUT VELLUM FINANCE & PATRIMOINE
Discretion. Stability. Prosperity.
Customized wealth guidance for middle-class and affluent individuals. We emphasize secure and compliant methods for legacy planning, global diversification, and consistent growth; ensuring your family's future with assurance, stability, and confidentiality.
LANGUAGES SPOKEN
EnglishFrench
HIGHLIGHTS
$1,000+
Min Project Size
2 - 9
Employees
2010
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Wealth Management
30% Financial Planning
Projects & Clients
Project Size & Rate
Minimum Project Size
$1,000+
