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Patrimonica Family Office Overview
Type
Multi Family Office
General Information
Patrimonica Family Office is a multi-family office headquartered in Montreal, Canada. Founded in 2009 by CPA Diane Henry after a decades-long career advising entrepreneurs, the firm traces its wealth origin to professional services and entrepreneurial advisory expertise. Patrimonica integrates financial, tax and investment management, stewarding more than $5 billion for high-net-worth families while maintaining an independent structure aligned with multi-generational client interests.
Contact Information
Website:
https://www.patrimonica.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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