Preserve your legacy for the future with a holistic financial approach
Integrated expertise to simplify your life
We are an independent multifamily office offering a full range of financial and asset management services. Our integrated expertise enables us to handle all aspects of wealth management, from financial and tax planning to portfolio management, accounting, family governance and philanthropy.
Nous sommes une firme indépendante de gestion de grandes fortunes offrant une gamme complète de services financiers et de gestion d’actifs. Notre expertise intégrée nous permet d’assurer une prise en charge de tous les aspects relatifs à la gestion de patrimoine, de la planification financière et fiscale à la gestion de portefeuille, en passant par la comptabilité, la gouvernance familiale et la philanthropie.
patrimonica Asset Management
Optimal portfolio management tailored to your needs and expectations
Patrimonica Asset Management Inc. uses an institutional-calibre approach to manage portfolio risk and growth. Serving as your family’s chief investment officer, our extensive team of professionals relies on customized asset allocation, a full range of traditional and alternative strategies, and a proven process for selecting the best managers and monitoring their performance on an ongoing basis.
Patrimonica Advisory
The promise of a holistic financial perspective
We offer a 360-degree approach deployed by a team of seasoned experts to protect and grow our clients’ wealth, while adhering to their family values. Patrimonica Advisory Inc. offers integrated expertise to facilitate the lives of wealthy families and ensure their peace of mind, while taking care to involve the different generations.
A seasoned team
Dedicated to protecting and growing your wealth, while adhering to your family values.
“A family office offers turnkey service that takes into account the financial, tax and investment needs of families. We work in partnership while maintaining our independence, ensuring absolute objectivity and a true alignment of interests.”
— Diane Henry, Founder and President of Patrimonica
Want to find out more about our approach and services?
We’ll be happy to explain the benefits of integrated financial management for your peace of mind.
