Our mission
Patrimonica Inc. intends to support individuals and their families to ensure sustained wealth and to allow them to reach their full potential.
In this context, we act as your personal financial manager to:
- Facilitate the management of your wealth with regular follow-ups
- Oversee the management of your investments
- Consolidate your financial results and establish investment performance targets
- Develop and implement strategies in protecting and transmitting your wealth
- Free your family of administrative tasks
Our mission is based on the following guiding principles:
| Independence | Shareholders and employees have no direct link with any firm in the financial sector. | |
| Objectivity | We have no interest in recommending that you use any financial product or supplier whatsoever. Our compensation, based solely on fees paid by our clients, result in total objectivity on our part. | |
| Transparency | We inform you of all the initiatives we undertake to manage your financial situation. We adopt an approach and tools that allow clear and precise knowledge of your financial situation at all times. | |
| Global approach | Centralizing the activities of the family office provides a global portrait of all aspects of your personal financial situation and that of any related entities. This approach results in more synchronized and harmonized strategies. | |
| Continuity | A long-term perspective remains the only valid option within the framework of the family office to ensure sustained financial health. This is why the relationships we develop with families usually entail more than one generation. | |
| Confidentiality | Our personnel sign a confidentiality agreement which remains valid even after their departure from the firm. Our systems and procedures are designed to safeguard your information at all times. | |
