ATOUTS CONSEILS & PATRIMOINE

Independent Heritage Management Advisor… have you ever heard about this profession? It's time to meet one because their function is to advise, to guide all those who want information and advice for managing their assets or who want to invest. Patrick Simonney, the founder of the firm since 2006, has become independent after more than fifteen years of experience in managing wealth management in an international insurance company. It provides you with legal advice (establishment of a donation,…), tax (income tax, EWB, donations, estates…), insurance (establishment of a contingency plan, subscription of life insurance contracts, etc.), financial (transfer and management of your PEA or your securities account, the choice of support for your investments, the subscription of FCPIS and FIP…), in real estate (on-line investment or through UNE, negotiation of credit).