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Why choose
Patrimium Conseil 

Heritage is built over time and Patrimium Conseil's know-how stands the test of time. 

Patrimium Conseil is the union of the varied and complementary paths of its leaders, and finds its roots in a history that began in 1979, via its subsidiary SEVEC Assurance, and is enriched by the recent integration of Barré Conseil (created in 2006).

 

People and expertise, values constantly maintained, explain the longevity of this firm.  

Listening, Discretion, Competence, Integrity, Know-how come meet us and form your opinion!  

Our convictions, our values 

Poignée de main au bureau

EXPLAIN RATHER THAN CONVINCING, REMAIN AN EDUCATOR  

A decision made in full knowledge of the facts leads to a long-lasting and fruitful relationship. This is why we make every effort to ensure that the solutions chosen are obviously those that suit you and above all that you understand all the characteristics. 

COMBINING LISTENING, RIGOR AND CREATIVITY 

Attentive listening makes it possible to capture all the subtleties of your issues. The rigor of our analysis is based on high-level expertise but also on our rich experience of varied backgrounds.  

 

The personalization of the heritage strategy will have as much impact as the rigor of its implementation. We offer solutions, simple and effective, whenever possible, quick to implement. If necessary, we build sophisticated strategies in response to unique situations. 

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INTEGRITY, THE CEMENT OF TRUST 

People and expertise will only make us worthy of your trust if it is based on flawless probity. We are convinced that people, expertise and integrity will allow us to develop a lasting relationship of trust.  

THE CHOICE OF INDEPENDENCE 

Not depending on any supplier is a guarantee of independence. No financial or real estate institution is present in the company's capital, which allows us to freely select the investment products and services that precisely meet your needs. 

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