Welcome

Patrimonica Inc. is an independent private family office, serving high net worth individuals and families who are seeking a trusted advisor to manage their financial wealth.

Patrimonica Inc. is modeled on the concept of "family office", which aims at protecting and increasing family wealth and transferring it from one generation to the next, with respect to each group’s particular situation.

The team of experienced professionals at Patrimonica Inc. is characterized by its personalized approach, always focused on the family’s needs. The team manages their wealth within a given framework while acting in the families’ best interests. The team is able to provide a global yet specific perspective of their clients’ financial situation to adequately assess the relative risks and to make sure that financial objectives are reached.

Patrimonica Inc. has developed its own code of ethics and strict rules of governance to ensure absolute discretion and complete transparency, a major requirement for a sound family office practice.