33, Rue de Naples
Tél : + 33 1 42 99 60 11
VALUE AND CSR
The values that we uphold represent the foundation of the joint commitment set in place when our company was first established. They are an integral part of the compliance and ethics policy shared by and signed by every group employee.
Patrim One is socially responsible as demonstrated by its choices of and involvement in associations such as Croissance Plus and the French Family Office Association (AFFO). Its development has been made possible only through the strict observance of responsible choices and commitments year after year. To this extent, several years ago, the company undertook efforts to enhance its electronic data management system greatly reducing its use of paper documents and increasing the capacity of its employees to work from home. The latter enabled employees to more effectively manage personal and professional constraints while decreasing work travel time. Care is taken to maintain an attractive and comfortable workplace that provides employees with a sense of well-being. The attention that is paid to creating a climate of trust in an environment where people work collectively and share the same corporate culture is another illustration of our commitment to our employee’s well-being.
Patrim One has an independent legal structure with no financial ties to any insurance carrier thereby guaranteeing the utmost protection of your interests. Its open-architecture model and the relations it keeps with key insurance players ensure its total independence.
In all our relationships.
With all our teams while privileging teamwork.
With our clients without which the defense of their interests would not be possible.
With insurance carriers who often entrust us with the responsibility of doing business on their behalf.
In our business partners and service providers with whom we work in perfect harmony.
Our goal is to provide you with complete serenity and freedom from administrative hassles. Our word is our bond. Our signature is simply evidence of this.
With regard to all.
We have provided service to families since the start and do our utmost to preserve their interests from generation to generation. We have made core family values our own.
Our team constantly strives to deliver on its service commitment while keeping with strict confidentiality guidelines.
A promise to
Provide you with the best possible solutions made to fit your requirements.
Manage your risks as efficiently and as diligently as possible using cutting edge market surveillance techniques.
Our position as a market leader requires us to constantly find ways of keeping ahead of tomorrow’s challenge of providing the best possible solutions to your growing needs for protection.
Patrim One insurance conducts all its business in the aim of developing long-term sustainable relationships indispensable to the safeguarding of your interests.
We consistently seek to nurture long-term relationships with our clients enabling us to manage your risks as efficiently as possible.
Independence, transparency in all relations, the positioning of Patrim One, wholly committed to the relentless defense of the interests of its clients, are our greatest guarantee.