Founded in 2004, Patrimonica Multi-Family Office AG is a Swiss-based independent wealth management firm. The company's mission is to provide holistic, long-term, and objective advisory services to wealthy families, entrepreneurs, and private individuals. It operates independently of banks and financial institutions to avoid conflicts of interest. Its core services include strategic wealth planning, asset management and investment controlling, family governance, philanthropy, real estate advisory, and direct investments in private equity and debt.

Founded in

Canada