Patrimonica Family Office
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...
Patrimonica Family Office
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.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
—
Location
Region
North America
Country
—
City
Montreal
Corporate office
1130 Sherbrooke Street West Suite 200
Frequently asked questions
What is Patrimonica Family Office?
Patrimonica Family Office is a multi family office headquartered in Montreal.
When was Patrimonica Family Office founded?
Patrimonica Family Office was founded in 2009.
Where is Patrimonica Family Office headquartered?
Patrimonica Family Office is headquartered in Montreal, in the North America region.
What does Altss track for Patrimonica Family Office?
Altss maintains an OSINT-verified profile of Patrimonica Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Patrimonica Family Office's website?
Patrimonica Family Office's public website is www.patrimonica.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Patrimonica Family Office?
Patrimonica Family Office is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Patrimonica Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Patrimonica Family Office?
Patrimonica Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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