136 Chemin du Moulin Carron
69130
Écully
France
+33 4 74 70 61 16
contact@bartheletassocies.com
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Registered with ORIAS under no. 17001053 in the capacity of :
Holder of the professional real estate and business transaction card n° CPI03042020000000002 issued by the CCI de l'Allier. The firm cannot receive any funds, bills or securities on behalf of third parties.
Professional Civil Liability and Financial Guarantees Insurance no. 118.263.166 (Member no. 231343 of MMA IARD) - MMA IARD, 160 rue Henri Champion - 72030 Le Mans CEDEX 9
Member of the Chambre Nationale des Conseils en Gestion de Patrimoine, an association approved by the Autorité des marchés financiers (AMF).
Barthélemy BARTHELET is an expert in estate law and wealth management. After ten years as a legal advisor in estate law at CRIDON Lyon, he founded the firm BARTHELET & Associés in 2017 with a clear vision: to provide comprehensive, tailor-made, and personalized support.
A qualified notary, he leverages his expertise to assist families, business leaders, and investors by combining estate planning, family law, taxation, and investments.
A recognized speaker and trainer, he regularly lectures at universities (INFN, IAE), professional institutes (AUREP, INAFON, Némésis), and contributes to leading legal publications (LexisNexis).
Cécile GUBILO is an expert in wealth engineering, with over 15 years of experience supporting individuals, professionals, and business owners. She holds a University Diploma in Wealth Engineering for Business Owners (AUREP) and founded the firm C'Patrimonial before joining BARTHELET & Associés as Partner and Managing Director.
She also works as a trainer for specialized institutions such as BSB and Carrel, as well as universities (IAE), sharing her expertise in wealth management.
Hélène TRINQUET has been Head of Real Estate Investment Services at BARTHELET & Associés since late 2024. With a background in law, she brings solid notarial experience and in-depth knowledge of the real estate market.
She supports clients in structuring their wealth projects by offering solutions such as rental investments, bare ownership, new and existing property acquisitions, as well as tax-optimization strategies. Her expertise strengthens the firm’s comprehensive offering in tailored wealth strategy.
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