Patrimonia Financial & Family Office is a multi-family office established in 1994, offering investment management and portfolio structuring advice[5]. They provide personalized wealth management services to ultra-high-net-worth individuals and families, focusing on bespoke strategies for substantial wealth[3]. Their target audience includes affluent families seeking comprehensive financial planning. The unique selling proposition of Patrimonia is its tailored approach to wealth management, ensuring seamless wealth transition across generations. However, they have faced regulatory challenges, such as a 40,000 fine from FSMA for non-compliant advertising practices[1].