PATRIUM Neyroud

The core activity of PATRIUM is the independent consulting and analysis of asset-related issues for private individuals and companies. This includes in particular: asset management and planning, insurance services (assurances) for private individuals and companies, savings and investment advice (epargne et placements), consulting on pension planning and retirement (3rd pillar, assurances-vie, caisse de pension, LPP, libre passage), mortgages and real estate financing, consulting on buying, selling and searching for real estate, and solutions for inheritance and asset succession issues (hoirie / communauté héréditaire). PATRIUM thus offers comprehensive financial services and asset consulting for private individuals and companies.