The unique alliance of three expert wealth management firms.

At each stage of life, discover our exclusive support, dedicated to entrepreneurs and private clients.

We value much more than heritage

Our mission

In a constant search for excellence, we created Corelliance for you. This group of talents offers you a tailor-made experience, allowing us to support you at every stage of your life. We take care of the optimal management of your professional and personal assets, as well as the protection of your investments and the well-being of your family in the face of life’s unforeseen events.

Our areas of expertise

Discover our offer dedicated to business leaders and our privileged customers.

Financial and heritage engineering

Wealth management and real estate investment advice

Social protection, welfare and retirement audit

+ M€
of supervised assets
of Group turnover
assets under management

Our engagement

Our approach allows you Image 1 to benefit from personalized service, comprehensive monitoring and efficient implementation. Image 1 The combination of our skills aims for performance that surpasses traditional standards, guaranteeing maximum agility Image 1 to realize your projects of creation, development and transmission of your Image 1 professional and personal assets


Discover the group

People and listening at the heart of advice

The merger of 3 complementary expertises

Corelliance offers a 360° service for excellent support.

A multidisciplinary family office for tailor-made support in the management of our clients’ private and professional assets

Montgrand specializes in financial and heritage engineering, investment advice and tailor-made brokerage. The firm also deploys a Family Office offering. The services offered precisely address the global heritage challenges faced by entrepreneurs and their families.

Protect and support our clients at each stage of the development of their assets.

Corellon secures the protection of the income of individuals and professionals by taking into account the risks linked to their health (illness, disability or death), and offers social protection, welfare and retirement audit solutions.

Personalized advice for investment solutions adapted to the needs of our clients.

Patrimoine courtage offers advice in wealth management (CGP), financial investments (CIF), and real estate investment. Its experts support their clients at every stage of their existence.