Matteo Dubourg runs MD Patrimoine from Toulouse. He helps founders, executives, professionals, and families plan taxes, invest wisely, and pass wealth on — all with plain answers and zero product pressure.
Most people never sit down with a real financial advisor. They ask a bank teller, google a few articles, or copy a friend's setup — and hope for the best. Matteo Dubourg built MD Patrimoine to fix that. It's a friendly, independent wealth-management practice in Toulouse where the first conversation is free, the answers are plain, and no one is trying to sell you a product.
What Matteo actually does
Matteo is a fully independent, CIF/IAS/IOBSP-registered advisor. In everyday language, that means three things:
- He can advise you on **taxes** — income tax, wealth tax (IFI), capital gains, business sales, gifts, inheritance.
- He can advise you on **investments** — where to put your savings so they grow steadily and stay within your risk comfort.
- He can advise you on **structure** — the right accounts, contracts, and legal wrappers so your money works for you and not against you at tax time.
He walks you through the levers, explains the trade-offs in plain French (or English — his English is excellent), and lets you make the call. That's the whole model.
Who he helps
Matteo works with a wide mix of clients: young professionals who just got their first big raise, small-business owners trying to make sense of their taxes, senior executives with stock options or BSPCE, doctors, lawyers, and notaries who are great at their job but short on time to manage their money, and families thinking a few steps ahead about inheritance and succession.
You don't need a fortune to talk to him. You need a real question — 'how do I lower my taxes this year?', 'should I sell my rental?', 'what do I do with my PEE payout?', 'is my life-insurance contract still a good one?' — and he'll give you a straight answer.
What makes him different
In France, most 'advisors' are quietly tied to a bank or an asset manager, which means the recommendation you get is often the product they can sell, not the product you need. Matteo is independent. His fees are transparent, his product shelf is open, and if there's a better solution outside his network he'll say so.
That independence changes the tone of the conversation. You get real recommendations, real numbers, and real reasons — not a sales pitch.
The free 45-minute audit
For 2026 Matteo is offering something genuinely useful: a **free, no-strings 45-minute strategic audit**. You bring one financial question (or five), and he brings his experience. At the end you leave with a clear picture of what to fix, what to keep, and what's worth exploring. No obligation, no follow-up sales script.
It happens either over video or in his Toulouse offices at 67 Allées Jean Jaurès. He also travels to Paris regularly.
Why I recommend Matteo
I've watched Matteo work with founders, families, and professionals across France. What consistently stands out is how much time he actually spends listening before recommending anything. He's cited in the French economic press — Les Échos, Capital, Le Revenu, L'Agefi, BFM Business — and hosts a growing podcast, 'Après la Cession', for founders after a business sale. But the reason people come back is much simpler: he treats every conversation like it matters.
Get in touch
The easiest first step is a short intro call. It's free, it's confidential, and you'll come out of it with a clearer view of your options.
- Book a 15-minute intro call: calendly.com/matteo-dubourg/md-patrimoine-premier-echange
- Website: mdpatrimoineconseils.com
- Email: matteo.dubourg@mdpatrimoineconseils.com
- Phone: +33 6 95 67 93 43
- Office: 67 Allées Jean Jaurès, 31000 Toulouse
Tell him Julius sent you.
