Patrimonica is an independent and integrated family office, an organization created to address all the financial management needs of wealthy individuals and their families in an integrated and cohesive manner.
The Patrimonica team consists of highly qualified, experienced professionals who take pride in providing bespoke solutions, focused on individual client needs and acting solely in the client’s best interest. Their comprehensive approach provides a holistic perspective and cohesion by integrating financial, tax and estate planning with the investment management functions, all within a risk management framework, ensuring a consistent focus on the achievement of long-term goals. The practice is owned entirely by its founders, ensuring absolute objectivity and a true alignment of interests.
Patrimonica Asset Management is distinguished by the rigor and completeness of its approach. Having defined its role clearly, our firm defines itself as an Outsourcing Investment Manager for high net worth families, foundations and endowments.
Accounting, tax return preparation and filing
In 1951, American author George Stewart was awarded the first International Fantasy award for his novel, Earth Abides. The novel told the story of a student working on an ecology research project in a remote mountain region who
One of our objectives in 2020 is to engage more frequently with our stakeholders when an event that is perceived to have a significant impact on global capital markets takes place. It is our view that such an event took place wh
Client since inception, Alain Bouchard, acquires significant stake and joins board, January 18th 2018. Diane Henry and Bill Healy, the partners, and co-founders of Patrimonica have reached a major milestone in welcoming a new