PATRIMONIA Financial & Family Office

Founded in 2006 and based in Geneva, PATRIMONIA Financial & Family Office is an independent asset management company dedicated to serving the complex needs of high-net-worth individuals and families. The company operates under a philosophy of complete independence, ensuring that its advice is free from conflicts of interest. Its mission is to preserve and grow clients' wealth across generations by offering a holistic range of services, including wealth management, financial planning, family office services, and strategic investment advice. PATRIMONIA is an active member of the Swiss Association of Asset Managers (SAAM).