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About Patrimonia

Governance Advisors to Founders, Partners, and Entrepreneurial Families

When ownership is unclear, governance is fragile, or the next generation is not yet ready. We bring structure, alignment, and confidence so founders, partners, and families can move forward together.

The Legacy Architects

The Legacy Architects

When complexity increases, clarity around decision-making, ownership, and control becomes critical.

Patrimonia was established to support founders, families, and enterprises in designing governance systems that bring structure, alignment, and long-term continuity.

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Pierre Boueri

Pierre Boueri

Founder & Managing Partner

Governance Advisor

Pierre is a trusted advisor in governance for families, businesses, and organizations navigating transition, growth, and complexity.


He helps move systems from informal, personality-driven decision-making to structured and resilient governance bringing clarity to ownership, leadership, and decision-making while preserving identity, values, and key relationships.


Pierre combines strategic insight, governance design, and deep human understanding. His work spans governance structuring, succession planning, and organizational frameworks that support long-term continuity and stability.


He is currently pursuing a Doctorate in Business Administration (DBA), researching how formal and informal governance systems interact to shape succession outcomes in the UAE.


Key facts


  • 25+ years as an executive and board director

  • INSEAD-certified in corporate governance - IDP Program

  • Advisory experience across construction, retail, and services sectors

  • Advises families and businesses across the GCC, Lebanon, and Europe

  • Based between UAE, KSA, Lebanon and Athens

  • Conversational in Arabic, French, and English

Pierre Boueri

Pierre Boueri

Founder & Managing Partner

Governance Advisor

Pierre is a trusted advisor in governance for families, businesses, and organizations navigating transition, growth, and complexity.


He helps move systems from informal, personality-driven decision-making to structured and resilient governance bringing clarity to ownership, leadership, and decision-making while preserving identity, values, and key relationships.


Pierre combines strategic insight, governance design, and deep human understanding. His work spans governance structuring, succession planning, and organizational frameworks that support long-term continuity and stability.


He is currently pursuing a Doctorate in Business Administration (DBA), researching how formal and informal governance systems interact to shape succession outcomes in the UAE.


Key facts


  • 25+ years as an executive and board director

  • INSEAD-certified in corporate governance - IDP Program

  • Advisory experience across construction, retail, and services sectors

  • Advises families and businesses across the GCC, Lebanon, and Europe

  • Based between UAE, KSA, Lebanon and Athens

  • Conversational in Arabic, French, and English

Our Team

Dr. Georges Samara

Dr. Georges Samara

Family Business Advisor

Academic leader, researcher in family business and entrepreneurship.


Marcus Freeman

Marcus Freeman

Finance & Investment

Chief Financial Officer, Financial Control, Investment & M&A, Board Member.


Katy Ratopoulou

Marketing Manager

Brand positioning, strategic messaging, and trust-based growth systems.


Ramy Torbey

Ramy Torbey

Corporate & Transactional Law (Of Counsel)

Cross-border M&A, governance, regulatory, high-value transactions.


Jad Achkar

Mustafa Fakhoury

Senior Governance Analyst

Governance charters, decision-making frameworks, and institutional governance systems.


Otto Acuna

Anna Marie Llarena

Office Coordinator

Operational coordination, HR support, Accounting, and administrative oversight.


Ingrid Kamar

Ingrid Kamar

Tax & Restructuring (Of Counsel)

Corporate restructuring, tax strategy, multi-jurisdiction compliance.


Jihad Kfoury

Jihad Kfoury

Business Development Manager

Market expansion across GCC, stakeholder relations, partnerships.


Yiorghos Raftopoulos

Yiorghos Raftopoulos

IT & Social Media

Digital presence, marketing systems, data-supported communication.


Dr. Georges Samara

Dr. Georges Samara

Family Business Advisor

Academic leader, researcher in family business and entrepreneurship.


Ingrid Kamar

Ingrid Kamar

Tax & Restructuring (Of Counsel)

Corporate restructuring, tax strategy, multi-jurisdiction compliance.


Jad Achkar

Mustafa Fakhoury

Senior Governance Analyst

Board structures, governance frameworks, decision protocols, multi-market business transformation.


Katy Ratopoulou

Marketing Manager

Brand positioning, strategic messaging, and trust-based growth systems.


Yiorghos Raftopoulos

Yiorghos Raftopoulos

IT & Social Media

Digital presence, marketing systems, data-supported communication.


Ramy Torbey

Ramy Torbey

Corporate & Transactional Law (Of Counsel)

Cross-border M&A, governance, regulatory, high-value transactions.


Marcus Freeman

Marcus Freeman

Finance & Investment

Chief Financial Officer, Financial Control, Investment & M&A, Board Member.


Jihad Kfoury

Jihad Kfoury

Business Development Manager

Market expansion across GCC, stakeholder relations, partnerships.


Otto Acuna

Anna Marie Llarena

Office Coordinator

Operational coordination, HR support, Accounting, and administrative oversight.


Dr. Georges Samara

Dr. Georges Samara

Family Business Advisor

Academic leader, researcher in family business and entrepreneurship.


Ramy Torbey

Ramy Torbey

Corporate & Transactional Law (Of Counsel)

Cross-border M&A, governance, regulatory, high-value transactions.


Ingrid Kamar

Ingrid Kamar

Tax & Restructuring (Of Counsel)

Corporate restructuring, tax strategy, multi-jurisdiction compliance.


Marcus Freeman

Marcus Freeman

Finance & Investment

Chief Financial Officer, Financial Control, Investment & M&A, Board Member.


Jad Achkar

Mustafa Fakhoury

Senior Governance Analyst

Governance charters, decision-making frameworks, and institutional governance systems.


Jihad Kfoury

Jihad Kfoury

Business Development Manager

Market expansion across GCC, stakeholder relations, partnerships.


Katy Ratopoulou

Marketing Manager

Brand positioning, strategic messaging, and trust-based growth systems.


Otto Acuna

Anna Marie Llarena

Office Coordinator

Operational coordination, HR support, Accounting, and administrative oversight.


Yiorghos Raftopoulos

Yiorghos Raftopoulos

IT & Social Media

Digital presence, marketing systems, data-supported communication.


Trusted by organizations and families across the Middle East and Europe

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How we work

What clients come to Patrimonia for

What clients come to Patrimonia for

A short introduction to the challenges organizations face across ownership, governance, and succession and how Patrimonia helps turn complexity into clear decisions and workable structures.

A short introduction to the challenges organizations face across ownership, governance, and succession and how Patrimonia helps turn complexity into clear decisions and workable structures.

FAQ

Clarity before we begin

Clarity before we begin

A quick overview of how our advisory process works, from first contact to long-term governance support.

A quick overview of how our advisory process works, from first contact to long-term governance support.

How does the engagement begin?

Option 1 - 30-Min Introductory Call: A confidential one-on-one advisory session to clarify your situation, surface key concerns, and define possible next steps before involving broader stakeholders.

Option 2 - Diagnostic Roadmap: A full 360° assessment of governance, operations, and ownership structures, resulting in a practical 9–12 month roadmap to build clarity, alignment, and long-term resilience.

Is confidentiality ensured in your advisory work?
Who will we be working with during the engagement?
What is the typical duration of the engagement?
Will we need to replace our existing legal, tax, or financial advisors?
How does the engagement begin?

Option 1 - 30-Min Introductory Call: A confidential one-on-one advisory session to clarify your situation, surface key concerns, and define possible next steps before involving broader stakeholders.

Option 2 - Diagnostic Roadmap: A full 360° assessment of governance, operations, and ownership structures, resulting in a practical 9–12 month roadmap to build clarity, alignment, and long-term resilience.

Is confidentiality ensured in your advisory work?
Who will we be working with during the engagement?
What is the typical duration of the engagement?
Will we need to replace our existing legal, tax, or financial advisors?

News articles

Governance insights and perspectives

Governance insights and perspectives

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Ready to move forward?

Start your journey toward governance clarity and structural stability

If you want more structured decision-making, clearer roles, and a governance model that works in practice, begin with a Private Introductory Call.

services image

Ready to move forward?

Start your journey toward governance clarity and structural stability

If you want more structured decision-making, clearer roles, and a governance model that works in practice, begin with a Private Introductory Call.

services image

Ready to move forward?

Start your journey toward governance clarity and structural stability

If you want more structured decision-making, clearer roles, and a governance model that works in practice, begin with a Private Introductory Call.