Partners & commitments → Patrimoine & Associés

Patrimoine & Associés

Patrimoine & Associés

Part of the Ruff &Associés Group, founded in 2011 and domiciled in Mouans-Sartoux, Patrimoine&Associés aims to offer the firm’s clients missions over and above the accountancy missions. Its core business is to help entrepreneur clients to define and prioritize their goals relating to social welfare and asset protection and to draw up the most appropriate strategies.

Our services

  • Asset management consultancy (optimization, transfer, protection, etc.)
  • Financial brokerage
  • Personal insurance brokerage

Our missions

  • Pension simulation
  • Pension liquidation
  • Provident fund optimization
  • Pension optimization
  • Optimizationof the employment status of the director and his spouse
  • Director remuneration arbitration
  • Loan insurance
  • Health cover

Contact : Sandrine Aubertinaz
Phone : +33 (0)4 92 28 88 03
E-mail : sandrine.aubertinaz@patrimoineetassocies.com

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