Patrimonica Asset Management Background & Overview Overview

General Information

Patrimonica Asset Management is a multi-family office headquartered in Montreal. The firm provides comprehensive wealth management and advisory services to families, entrepreneurs, and individuals seeking tailored solutions for asset preservation, succession planning, and investment management. With a focus on confidentiality and long-term relationships, Patrimonica works closely with clients to address complex financial needs—supports multi-generational wealth stewardship and strategic capital allocation.