Company Information

Get to know PATER FAMILIAS - Family Office

PATER FAMILIAS is an independent multi-family office headquartered in Zurich, Switzerland. Originally founded to serve a single entrepreneurial family, it has since expanded to offer its services to other high-net-worth families. The company's mission is to provide holistic, long-term, and discreet support, acting as a central point of contact for all of a family's financial, legal, and personal affairs. Their services encompass strategic wealth management, asset consolidation, succession planning, real estate management, philanthropy, and administrative family support, all guided by a philosophy of independence and value preservation across generations.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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PATER FAMILIAS - Family Office

France

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(74 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.