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
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