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ExpertiseLBO
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FundWCP#3
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StatusIn portfolio
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Geographical areaFrance/Europe
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Business sectorInsurance
Our approach
Created in 2005, Patrim One is one of the top twenty French brokers. The company offers a comprehensive range of services for the protection of its clients’ personal and professional assets (residences, works of art, precious objects, vehicles, boats, holdings, real estate assets, companies).
A company with a commitment
Patrim One is a committed company, particularly through its choices and its involvement in associations such as Croissance Plus and the AFFO (French Family Office Association). Its growth has only been possible each year in a responsible manner in keeping with its choices and commitments. For example, for several years it has adopted electronic data management to avoid the use of paper as much as possible, and teleworking to allow a balance between personal and professional constraints and to limit travel. The care given to its premises contributes to the well-being of the employees within the company. The attention it pays to its teams in order to foster a climate of trust, collective work and the company’s culture are examples of this.