Let Us Handle All Your Wealth-Related Paperwork.
Mail & Email Management
We sort, classify and process all correspondence related to your wealth: banks, insurance companies, tax authorities, notaries. Nothing falls through the cracks.
Centralized Property Tracking
Rent receipts, co-ownership fund calls, property tax, landlord insurance, tenant relations... We handle the complete administrative management of your real estate portfolio.
Tax & Accounting Optimization
No more panic before tax deadlines. We prepare and transmit all necessary documents to your accountant — income tax, wealth tax, SCI, LMNP. We speak their language, securing your filings and saving you precious time.
Coordination & Follow-Up with Professionals
Notary, accountant, property manager, insurer: we centralize all communications with your wealth-related contacts. You have just one point of contact — us.
More Than a Firm, Your Private Wealth Secretary
SAS Proximite Patrimoine SASU, share capital of 1,000 euros, registered at 471 chemin des Carpenedes 06580 Pegomas. SIREN 934 001 143. Registered at RCS Grasse. ORIAS number 23006701 CIF and COA.
Legal Notice
📍 Home visits or at our offices in Peymeinade and Beausoleil
📞 Phone: 06 68 70 60 76
📧 Email: contact@proximitepatrimoine.com
Based in Pegomas, we cover an area from Monaco to Saint-Tropez.
My in-depth knowledge of the local economic fabric — from entrepreneurs in Grasse to international executives in Mougins, retirees in Mandelieu to investors in Cannes — allows me to offer wealth management advice truly rooted in local reality.
I travel to the home or workplace of my clients across all the following municipalities:
Alpes-Maritimes (06) — Cannes, Mandelieu-la-Napoule, Grasse, Mougins, Mouans-Sartoux, Antibes, Nice, Pegomas, Valbonne, Le Cannet, Peymeinade, Cabris, Saint-Vallier-de-Thiey
Var (83) — Frejus, Saint-Tropez, Bormes-les-Mimosas, Fayence, Saint-Maximin-la-Sainte-Baume, Brignoles, Lorgues, Le Muy, Les Arcs-sur-Argens, Cotignac, Barjols
Live in a nearby town? I cover more than 30 municipalities — contact me to check my service area.