Founded in 2006 and based in Geneva, PATRIMONIA Financial & Family Office is an independent asset management company dedicated to serving the complex needs of high-net-worth individuals and families. The company operates under a philosophy of complete independence, ensuring that its advice is free from conflicts of interest. Its mission is to preserve and grow clients' wealth across generations by offering a holistic range of services, including wealth management, financial planning, family office services, and strategic investment advice. PATRIMONIA is an active member of the Swiss Association of Asset Managers (SAAM).

Founded in

Belgium