Social protection
Protecting and supporting your professional and personal interests
Thanks to our knowledge of the reality of your company and your needs as a manager, we identify any potential gaps in coverage between your different contracts to advise you on joining additional contracts.
Protecting yourself and your loved ones
We assess your situation and needs to guide you in setting up guarantees to protect you and your loved ones in the event of an accident.
- Assessment of your health and income needs to maintain
- Description of your rights according to your personal and professional situation
- Analysis of your existing insurance coverage
- Analysis of your existing insurance coverage
Advice and support on the actions to be taken
Our teams will assist you in analyzing your career record, calculating your entitlements and the various departure options in order to best advise you on the strategy to adopt to maintain your future income in the best possible conditions.
- Checking the information on your career record and contacting the relevant authorities
- Estimate of your rights and comparison of different departure options
- Analysis and advice on optimizing your income and achieving your goals
- Support in implementing the necessary actions (retirement date, supplementary pension, wealth management strategy, etc.)
Secure your business and anticipate needs
By understanding your structure and your sector of activity, we anticipate the potential risks to your business and implement solutions to circumvent them.
- Overall analysis of the company and its sector
- Highlighting potential risk points
- Definition and advice on the solutions to adopt
Cover your employees
In addition to our social activity, we advise and support you in complying with your legal obligations towards your employees in terms of health, welfare and any other supplementary retirement project.
- Description of legal social obligations
- Study of the elements put in place
- Suggestions and advice on actions to be taken
Social protection consulting
Our team of wealth management and integrated social protection advisors
Our team of wealth management and integrated social protection advisors
Social Protection & Wealth Management
Aetos Patrimoine is registered with ORIAS under number 19000268 as an Insurance Intermediary and a Banking and Payment Services Intermediary.
It is also registered with ANACOFI as a Financial Investment Advisor under number E009080.
Approved by the French Financial Markets Authority (AMF), it benefits from the financial guarantee issued by Starstone Insurance SE.
Manage your entire business with our digital tools
Discover our digital solutions, designed to simplify and streamline your business management. Through a secure online portal, access your accounting documents, edit invoices, create payslips, and much more. Benefit from a personalized demonstration and tailored advice to help you get the most out of our tools. Our experts are available to support you every step of the way and answer all your questions.
