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 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

What to make of the US-Iran escalation…

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

Arrival of Alain Bouchard

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

Contact Us

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