How are we different?

First and foremost, we believe that trust and integrity are the foundations of all successful family offices. Patrimonica was founded as a family office in its purest and strictest form.

Independence is key. Patrimonica is not affiliated with any financial institution, money management firm or other service provider, the firm does not accept any form of compensation, commission or revenue sharing arrangement with any third-party provider. The firm’s revenues are derived exclusively from the fees paid by our clients for our services.

This fierce independence ensures objectivity and eliminates any potential conflicts of interest.