Freelancer profile translated to English.
Back to original languageAbout Patria
Our Patria Conseil team has been supporting over 3,000 clients daily since 2008, including business owners, the self-employed, and liberal professionals, in their social protection and wealth management challenges.
We offer tailor-made solutions in the following areas:
Social and financial protection: Securing income and implementing appropriate guarantees to cope with life's uncertainties (Providence).
Tax optimization: Analysis and strategies to reduce tax burden while maximizing your income.
Wealth management and transfer: Building and enhancing your financial assets, retirement planning, and anticipating wealth transfer.
Business support: Advice for executives and their teams on schemes such as employee savings, providence, and retirement savings plans.
Our approach is based on listening, proximity, and rigorous methodology to offer concrete solutions, adapted to each situation.
We are available on Malt to collaborate on your projects related to your social protection, wealth management, or tax optimization.
French
Native or bilingual
Can work on-site
Bordeaux (up to 50km)
Experience
- Patria conseilProvidence and WealthSeptember 2008 - Today (17 years and 9 months)Bordeaux, FrancePatria Conseil relies on a team of 5 employees and 4 partners with diverse and complementary backgrounds, who enrich the firm with their varied expertise.
- A partner specialized in finance: With 10 years of experience in the banking sector, he brings in-depth expertise in financial management, investments, and wealth strategy.
- An expert partner in social protection and wealth management: Holder of a University Diploma (DU) in Wealth Management obtained in Clermont-Ferrand, he excels in tax optimization, income protection in case of life's uncertainties, and supporting the self-employed.
- An expert partner in wealth development and transfer: With over 15 years of experience, he develops tailor-made strategies to effectively enhance, grow, and transfer his clients' assets.
- A partner dedicated to agency and team management: With 12 years of experience as an agent, he focuses on coordinating internal activities, developing employees, and ensuring the smooth operation of the firm.
The employees complement this expertise by bringing solid skills in insurance, providence, and savings. Together, this team effectively meets the varied needs of our clients with innovative and tailor-made solutions.
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Education
- University Diploma in Wealth Management Expertise / Clermont-FerrandUniversity of Clermont-Ferrand2020
Skill set
Categories
- Other