Patrimonica Family Office

Also known as Patrimonica Gestion Patrimoniale

Multi Family Office (MFO)Montreal, CanadaFounded 2009
$5.0B
Assets Under Management
Montreal
Headquarters

About Patrimonica Family Office

Based in Montreal, Quebec, Patrimonica is an independent family office, serving wealthy individuals and families seeking a trusted advisor to manage their financial matters. A family office is an organization dedicated to preserving and enhancing family wealth as well as ensuring an orderly and efficient transfer to the next generation, while respecting the needs and wishes of individual family members.

Preferred Investment Types

Investment FundsJoint Venture/PartnerPhilanthropyPrivate EquityVenture Capital

Preferred Sectors & Themes

Capital MarketsCharitable InvestmentsCloud InfrastructureCybersecurityEquity/Mutual FundsETFsInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningEmerging TechnologyFinanceFinancial ServicesHigh-Level SectorsNon-ProfitTechnologyTraditional Investments (Liquid Assets)

Preferred Geographies

CanadaUnited States

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Frequently asked questions

What type of investor is Patrimonica Family Office?

Patrimonica Family Office is a multi family office (mfo) based in Montreal, Canada, managing approximately $5.0B in assets.

Where is Patrimonica Family Office headquartered?

Patrimonica Family Office is headquartered in Montreal, Canada.

How much does Patrimonica Family Office manage?

Patrimonica Family Office manages approximately $5.0B in assets under management.

When was Patrimonica Family Office founded?

Patrimonica Family Office was founded in 2009.

What does Patrimonica Family Office invest in?

Patrimonica Family Office focuses on Investment Funds, Joint Venture/Partner, Philanthropy, Private Equity, Venture Capital, Capital Markets, Charitable Investments, Cloud Infrastructure.

How can I contact Patrimonica Family Office?

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