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