Patrimonial Partners

Overview

Patrimonial Partners is a Mexico-based firm specializing in the holistic management of family and business wealth, with a stated focus on long-term value creation. Its customized and integrated approach connects family, business and wealth through a single roadmap, global investments and close ongoing support from a managing partner.

Services

The firm provides multifamily-office services through an open-architecture model that combines global investment access, financial and alternative strategies, family projects and wealth protection. Its offerings include customized portfolios, global public and private investment opportunities, co-investments, club deals and wealth planning.

Patrimonial Partners also offers virtual family-office support. This work aligns family vision, governance and investments while emphasizing the preservation of the family legacy. Services include accountability monitoring, governance structures and strategy designed to align governance, investments and family continuity.

Its venture practice supports family and corporate ventures by evaluating and structuring scalable growth opportunities.

The corporate-finance practice supports investment projects, mergers and acquisitions, financial planning, capital strategy, and investor or board relations.

What the firm offers

• Financial planning
• Family governance and education
• Private and alternative investments

Client Focus

Patrimonial Partners states that it serves entrepreneurial families, investors and family businesses seeking support with governance, investment management, succession and long-term wealth continuity.

Approach

The firm describes its approach as customized and integrated, connecting family, business and wealth through a single roadmap. It combines global investments with close, ongoing support from a managing partner.

Its investment work includes asset-allocation design, investment-strategy development and facilitation with global banks and custodians.

FAQs

Related resources

• LocationMultifamily offices in Mexico

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• Network siteCorporateVentureCapital.com

  This directory offers a broader view of corporate venture capital firms and how companies approach private investments. Entrepreneurial families in Mexico can use it to frame questions about alternative investment access, direct investing, and the relationship between family capital and operating businesses.

• Network siteFamilyBusinesses.com

  This directory and its playbooks focus on issues faced by family-owned businesses, including ownership roles, succession, and decision-making. They can help a Mexican business-owning family prepare for conversations about family governance, education, and the connection between business strategy and long-term wealth planning.

• GuideData privacy and security with an MFO

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• Similar firmsWisdom Family Office
  Aguilar Portilla y Asociados
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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.