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Patrimonia Finance & Family Office Overview
Type
Multi Family Office
General Information
Patrimonia Finance & Family Office is a multi-family office headquartered in Waterloo, Belgium. Founded in 1994, the firm assists entrepreneurial families with asset management, estate planning and succession structuring, providing investment oversight, pension solutions and tailored insurance brokerage while coordinating credit and private banking relationships across Europe; its boutique team also integrates tax optimisation, portfolio monitoring and consolidated reporting to preserve and grow intergenerational wealth.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Waterloo, Belgium
Portfolio & Notable Allocations
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