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Accompany you in the organization
and managing your wealth

PATRIMIUM CONSEIL
PATRIMIUM COUNCIL

People, expertise, integrity,for an accompaniment premium in the organization and management of your assets 

Vos objectifs, sont la boussole de votre stratégie patrimoniale. Ce qui est important pour vous, est important pour nous, cela alimente nos analyses et guide nos recommandations.

L'HUMAIN

L’expertise vient compléter l’humain et permet de combiner dans vos stratégies d’investissement, une approche qualitative (vos projets d’avenir, le sens que vous voulez donner à vos investissements, votre appétence pour le risque, le contexte personnel et professionnel) et quantitative (allocation d’actif, indicateur de risques, performance des fonds). 

L'EXPERTISE

Vous garantir notre indépendance pour vous accompagner au mieux de vos intérêts. 

Vous communiquer de façon claire et non trompeuse, l’ensemble des informations utiles à votre prise de décision. 

Vous assurer un secret professionnel absolu et agir avec loyauté. 

L'INTÉGRITÉ

Take the plunge and experience quality heritage support. 

YOUR GOALS

DREALIZATION OF YOUR
GOALS TOGETHER

Each of the periods of your life can lead you to make heritage choices. 

Patrimium Conseil will support you in achieving your objectives and will adapt the solutions to the evolution of your situation. 

PROCESS

OUR SUPPORT

A clear and structured approach at the service of personalized wealth management.

PATRIMIUM COUNCILwill “team up” with you and become your privileged “heritage” partner. 

MAKE CONTACT, FIRST APPOINTMENT

HERITAGE AUDIT AND ANALYSIS

HERITAGE ASSESSMENT AND STRATEGY

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2. HERITAGE AUDIT AND ANALYSIS,

your financial, personal and professional situation, your objectives and assessment of your risk profile 

This 360° panorama of your situation, pwill allow your Patrimium Conseil advisor to suggest a strategy addressing the different dimensions of your objectives. 

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1.PRICONTACT SE, FIRST APPOINTMENT:

Collection of information, presentation of Patrimium, and highlighting/perspective of your issues  

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5. MONITORING YOUR WEALTH STRATEGY:

In addition to operational monitoring, in order to ensure that your wealth strategy remains appropriate, a regular update of your situation and/or your objectives is put in place.n place. 

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3. HERITAGE ASSESSMENT AND STRATEGY:

A complete report is given to you and the conclusions are presented to you in detail. Among the areas of study you will find:  

  • The civil: organization of the couple, the donation, the will... 

  • The social: retirement, pension,  

  • Tax and assets (organization and distribution of your assets). 

  • The CSR/SRI impact

We carry out a systematic internal review of each asset balance sheet, by a second partner, before submitting the study and its recommendations to our clients. 

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4. IMPLEMENTATION OF SOLUTIONS:

Support in the establishmentyour asset strategy (implementation of the target organization, implementation of solutionsinvestment plans (including an adequacy check, a final validation before implementing the action plan). 

This will be the starting point for a relationship of trust that will be maintained over time, as you implement and monitor your wealth strategy. 

MONITORING YOUR WEALTH STRATEGY

IMPLEMENTATION OF SOLUTIONS

OUR EXPERTISE
Bourse

OUR EXPERTISE

We have solid financial and real estate expertise, both technical and practical. We have more than  50 years of experience in several industries: including 22 years in investment banking and market finance, 15 years in insurance and international development, 19 years in wealth management . Our Promise is to position you at the center of our relationship – you will be regularly informed of developments in your assets and associated issues.  ​ Your wealth management will be the result of the choice of heritage structures and a selection of investment vehicles.  

THE TEAM

OUR TEAM

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Jean-Francois BARRE

Associated

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Lawrence
BOULARD

Associated

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Patricia
BEDIN

???

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Marine
BURELLE

???

CONTACT

CONTACT US

Thank you for what you sent !

PATRIMIUM COUNCIL

1, rue d'Argenson 

75008 Paris,

France

Tel: 01 42 66 50 15

Email: info@patrimium.eu

Contact us for an appointment in our offices, by phone or by videoconference. 

The first appointment is non-binding.

We observe that in the vast majority (not to say 100%!) of cases, this interview turns out to be beneficial for you.   

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