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.

PatrimOne 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.

PatrimOne 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.