Patrimonica Inc.

Overview

Patrimonica coordinates financial, tax, legal, investment, and family needs through a holistic, action-oriented approach. The firm describes itself as independent from financial institutions and says it is compensated solely through asset-management fees, without commissions or revenue sharing from service providers.²

History

Diane Henry founded Patrimonica in 2009 after more than 25 years advising entrepreneurs and business leaders.³

Leadership

Diane Henry is Founder and President of Patrimonica Multifamily Office. Mark-Olivier McNulty is President of Patrimonica Asset Management Inc., and Peggie Clermont is President of Patrimonica Advisory Inc.⁴

The executive committee also includes Normand Coulombe, Senior Vice-President, and Jérémie Poirier Pratte, Vice-President and Chief Innovation Officer.⁴

Services

Patrimonica’s financial-management services include accounting and tax filing, financial and tax planning, estate planning, family governance, and philanthropic strategy.⁵

Through its asset-management platform, the firm offers discretionary management, non-discretionary management, and portfolio supervision. Its process includes customized asset allocation, traditional and alternative strategies, manager research, ongoing performance monitoring, and investment tax management.⁶

The firm’s alternative-investment expertise covers hedge funds, private real estate, private infrastructure, private equity, and private debt.⁶

What the firm offers

• Tax planning
• Estate planning
• Philanthropy
• Family governance and education
• Private and alternative investments

Client Focus

Patrimonica Asset Management serves wealthy individuals, foundations, and endowments with more than $15 million in investable assets. The firm focuses on clients seeking coordinated management of complex financial affairs, including wealthy families, foundations, and endowments.⁷

Approach

Patrimonica says its integrated model brings together financial, tax, legal, investment, and family considerations so clients can manage their affairs through a coordinated plan.¹

Assets and Minimums

Patrimonica states that its asset-management services are designed for wealthy individuals, foundations, and endowments with more than $15 million in investable assets.⁷

FAQs

Related resources

• LocationMultifamily offices in Montreal

  This Montreal directory helps families compare firms serving the same regional market as Patrimonica. It can frame conversations about tax planning, estate planning, family governance, philanthropy, and private investments in a local context.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com offers a separate view of organizations involved in corporate venture investing. A business owner considering Patrimonica can use it to distinguish venture capital interests from the private and alternative investments often reviewed within broader family wealth planning.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and community discussions for single family offices and wealthy families. Readers can use those materials to prepare for conversations about governance, education, philanthropy, estate planning, and the coordination of family financial matters.

• GuideQuestions to ask a multifamily office

  This question guide helps a family or business owner structure an initial review of a multifamily office. Its prompts can support discussion of tax and estate planning, investment oversight, family education, governance practices, and how services fit a family's priorities.

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  Profiles for HNW Services Inc., First Affiliated Holdings Inc., and IP Private Wealth give readers additional firms to examine on this site. Comparing their stated focus and service mix with Patrimonica's Montreal context can help clarify which questions to ask about investments, planning, and family support.

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.