Based in Montreal, Quebec, Patrimonica is an independent family office, serving wealthy individuals and families seeking a trusted advisor to manage their financial matters.

A family office is an organization dedicated to preserving and enhancing family wealth as well as ensuring an orderly and efficient transfer to the next generation, while respecting the needs and wishes of individual family members.


What is a Family Office ?

Who can benefit from the services of a Family Office?

What are the essential characteristics of a Family Office?