PATRIMONIA Financial & Family Office

What we do: PATRIMONIA Financial & Family Office is an independent multi-family office specializing in personalized wealth management and estate planning solutions. The company focuses on protecting and enhancing client assets through expert advice in financial diagnostics, secure asset management, inheritance planning, pension plans, financing, and specialized insurance. Their clients include affluent families and individuals seeking tailored financial and succession planning services.

Where we are located: The company is headquartered at Drève Richelle 161b, 1410 Waterloo, Belgium.

Short history: Since its founding, PATRIMONIA has evolved with the market while maintaining its core identity and values. It has grown to a team of 19 professionals and was recently acquired by Groupe RGF, a leading Belgian brokerage group, which expanded its workforce and leadership in financial and succession planning services.

Organization & culture: PATRIMONIA employs 19 passionate collaborators who cultivate a culture of excellence, integrity, and collaboration. The company values building long-term trust-based relationships with clients and emphasizes personalized attention to each client’s unique needs. The team’s expertise spans finance, succession planning, and commercial development, creating a synergy that delivers exceptional results.

Recent developments: The recent acquisition by Groupe RGF has strengthened PATRIMONIA’s market position and increased its workforce to 130 employees by integrating its experts, enhancing its capacity to serve clients in wealth and succession planning.