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The Patrice blog

Understand your wealth, without jargon.

Guides and insights to better understand and manage your wealth.

Automated Wealth Analysis: What It Can Do (and What It Can't)Featured · tools
tools 9 min read

Automated Wealth Analysis: What It Can Do (and What It Can't)

A wealth review with an advisor, a home-made spreadsheet, an automated analysis: what a real wealth diagnosis contains, and what a tool like Patrice's Full Analysis brings — and doesn't.

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Rental bookkeeping: keep the year, don't rebuild it in Aprilreal estate
Intermediate

Rental bookkeeping: keep the year, don't rebuild it in April

Rent collected, arrears, service charges, taxable rental result: what the French form 2044 actually asks for, and why rebuilding a year in April always costs more than keeping it as you go.

real estate9 min read
Rent or Buy Your Home in France: What Really Tips the Balancereal estate
Beginner

Rent or Buy Your Home in France: What Really Tips the Balance

Is renting throwing money away? The like-for-like calculation, a worked example over 25 years in France, and the three assumptions that flip the answer: horizon, price, investment.

real estate9 min read
Talk to Your Wealth with Your Own AI: Claude, ChatGPT or Le Chat Connected to Patricetools
Beginner

Talk to Your Wealth with Your Own AI: Claude, ChatGPT or Le Chat Connected to Patrice

Pasting your figures into ChatGPT hands over stale data. With Patrice's AI access (MCP), your assistant reads your real figures and updates them for you.

tools7 min read
Wealth at 50: Figures, Benchmarks and Blind Spots of the Decadewealth management
Beginner

Wealth at 50: Figures, Benchmarks and Blind Spots of the Decade

Median net worth at 50: €165,700 for French households aged 45–54, €227,500 at 55–64 (ECB, 2023 wave), with US and UK figures. What the decade changes, and how to see where you stand.

wealth management9 min read
Median Net Worth in Europe by Country and by Agewealth management
Beginner

Median Net Worth in Europe by Country and by Age

Median household net worth in nine euro area countries by age, from the ECB's HFCS survey (2023 wave) — with the UK, US, Canada and Australia, and why the figures don't quite compare.

wealth management9 min read
Wealth at 40: Figures, Priorities and Pitfalls of the Decadewealth management
Beginner

Wealth at 40: Figures, Priorities and Pitfalls of the Decade

Median net worth at 40 in France, what makes the 40-50 decade specific, the indicators to track and the mistakes that cost the most.

wealth management9 min read

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