FAMILY OFFICE

PATRIMONICA

Gestion patrimoniale

About Us

A Family Office aimed at preserving and increasing your family patrimony

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

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.

PATRIMONICA
ADVISORY INC.

Concentrate on what is important to you by delegating the administration and management of your financial life.

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Financial and
Tax Planning

Family
Governance

Estate
Planning

Accounting, tax return preparation and filing

Philanthropic
Strategy

Risk
Management

News

“The S&P 500’s Metamorphosis”

Franz Kafka’s novel The Metamorphosis is about a travelling salesman who wakes up one day inexplicably transformed into a large insect. An analogy can be drawn between Kafka’s travelling salesman and the S&P 500 Ind

Two ways. Gradually and then suddenly

This is what one of the protagonists in Hemingway’s 1926 novel The Sun Also Rises responds when asked how he went bankrupt. In many respects, this is how the Covid-19 crisis unfolded; gradually, until February 20th

The Wuhan-coronavirus and the financial modelling of unknown unknowns

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

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