Our Services
Clear structures for families, businesses, and wealth
We help families design the structures that allow family, business, and wealth to endure across generations. Through advisory work spanning succession, governance, and wealth structuring, we bring clarity to complex situations and transform informal arrangements into resilient, institutional frameworks.
How we help
Three pillars.
One integrated journey.
Most families receive fragmented advice, separate perspectives on governance, succession, and wealth often delivered at different moments and without coordination. As complexity increases across generations, partnerships, and jurisdictions, this fragmentation creates blind spots rather than solutions.
We work across family, business, and wealth as one integrated system, aligning structures, decision-making, and long-term objectives,so today’s decisions resolve root causes, not just immediate issues, and support continuity over time.
100+
Successfully finished projects
100+
Successfully finished projects
100+
Successfully finished projects
25+
Years of executive and board experience
25+
Years of executive and board experience
25+
Years of executive and board experience
Testimonials
The impact of our work
"Pierre brings rare clarity to the complexity of family offices, private enterprises, and businesses alike. In our own business endeavors, Pierre’s advice felt personal but without ever losing precision. He commands a blend of rigor with intuition, and strategy without being too institutional. That makes working with Pierre feels less like advisory, but more like a trusted steward for long-term vision and generational continuity. We were quite lucky to cross paths and work alongside such a valuable advisor."
Constantin Tzembelicos
Group CEO / Co-Founder | the Orphic Group
"Pierre helped us make a decisive shift from a founder-led model to a more institutional way of working by clearly separating the roles of shareholders, the Board, and the executive team. He brought clarity, structure, and practicality to what could otherwise have remained theoretical, while fully respecting our culture and values. His contribution has been a true accelerator for the long-term development of Fichtner Wealth Managers. Thank you, Pierre, for your professionalism, insight, and the trust-based collaboration."
Vladimir Fichtner
Founder & Chair | Fichtner a.s.
"As a venture capital firm, we often work with families and high-net-worth individuals who occasionally seek guidance on legacy planning, succession strategies, family constitutions, and establishing family offices in ADGM. Whenever we are asked for a trusted knowledge partner in these areas, our recommendation consistently points to Patrimonia. Their expertise, professionalism, and ability to navigate complex family governance matters make them an invaluable resource".
Steve A. Khayat
Founder, MD & CEO | Phoenix Venture Partners Limited
"Pierre brings exceptional experience, strategic guidance, and high energy to every situation. For my business, he has consistently opened doors, created opportunity, and added tangible value across multiple areas. With his innate problem-solving approach, Pierre’s contribution extends far beyond transactions, he takes the time to understand the DNA of a business, builds momentum, earns trust, and creates lasting impact. Pierre is an asset to any leadership or advisory structure."
Robert W. Tynan
Managing Director | Morph
"I would like to express my sincere appreciation for your outstanding support as our Business Advisor. Your constructive advice, strategic planning input, and well-designed governance framework have been instrumental in improving our Group’s structure, performance, and direction (...) Beyond your technical expertise, we highly appreciate your professionalism, integrity, and genuine commitment to our success."
Tanios Nehmeh
CAO | AI Miyah Holding Group
"Working with Pierre delivered tangible impact for our Family Business. His structured approach, strategic clarity, and ability to turn complex challenges into clear actions helped drive meaningful progress and better decision-making. The value created through our collaboration was concrete, measurable, and highly effective. I truly appreciate his professionalism, trust, and the quality of collaboration we’ve built, and I’m confident the best is still ahead."
Rony Ghazy
CFO | Jota2Group
"While we may not be finished working together, I just wanted to express my appreciation for your dedication, professionalism, availability and personal warmth throughout our dealings with each other. Perhaps my situation and that of the company is not so unusual, but your depth of experience and knowledge regarding companies, corporate protocol and human nature was very helpful, as navigating these waters for me was not easy. I wish you well in your consulting business and can confidently say that whoever engages you in this field will surely benefit. Thank you for all your efforts,"
Bodhi Brandes
Founder/CEO | Epic Acrylics
"Proactive, highly knowledgeable, and relentlessly focused on results, Pierre is the kind of partner you simply cannot afford to overlook."
Riad Mouawad
Founder/CEO | BlackInk
“Pierre played a key role in helping us bring clarity, structure, and discipline to Brain Freeze Interior Decoration at a critical stage of our growth. He helped us formalize our governance, ownership dynamics, and decision-making without compromising our entrepreneurial spirit. His ability to combine strategic insight with practical execution made a real difference. I highly recommend him to founders looking to institutionalize their business for long-term success.”
Mounib Osman
Founder & CEO | BrainFreeze Interior Decoration
"Pierre helped our family business navigate a critical moment with clarity, structure, and respect for our values. He brought order to complex governance, succession, and decision-making issues without disrupting the family dynamic or the entrepreneurial spirit of the business. His ability to balance family, ownership, and business realities made a real difference for us. We are genuinely grateful for his guidance and trust his work as a cornerstone for our long-term continuity."
Joseph M. Adaimy | Carissima Holding
Founder & CEO
"Pierre brings rare clarity to the complexity of family offices, private enterprises, and businesses alike. In our own business endeavors, Pierre’s advice felt personal but without ever losing precision. He commands a blend of rigor with intuition, and strategy without being too institutional. That makes working with Pierre feels less like advisory, but more like a trusted steward for long-term vision and generational continuity. We were quite lucky to cross paths and work alongside such a valuable advisor."
Constantin Tzembelicos
Group CEO / Co-Founder | the Orphic Group
"Pierre helped us make a decisive shift from a founder-led model to a more institutional way of working by clearly separating the roles of shareholders, the Board, and the executive team. He brought clarity, structure, and practicality to what could otherwise have remained theoretical, while fully respecting our culture and values. His contribution has been a true accelerator for the long-term development of Fichtner Wealth Managers. Thank you, Pierre, for your professionalism, insight, and the trust-based collaboration."
Vladimir Fichtner
Founder & Chair | Fichtner a.s.
"As a venture capital firm, we often work with families and high-net-worth individuals who occasionally seek guidance on legacy planning, succession strategies, family constitutions, and establishing family offices in ADGM. Whenever we are asked for a trusted knowledge partner in these areas, our recommendation consistently points to Patrimonia. Their expertise, professionalism, and ability to navigate complex family governance matters make them an invaluable resource".
Steve A. Khayat
Founder, MD & CEO | Phoenix Venture Partners Limited
"Pierre brings exceptional experience, strategic guidance, and high energy to every situation. For my business, he has consistently opened doors, created opportunity, and added tangible value across multiple areas. With his innate problem-solving approach, Pierre’s contribution extends far beyond transactions, he takes the time to understand the DNA of a business, builds momentum, earns trust, and creates lasting impact. Pierre is an asset to any leadership or advisory structure."
Robert W. Tynan
Managing Director | Morph
"I would like to express my sincere appreciation for your outstanding support as our Business Advisor. Your constructive advice, strategic planning input, and well-designed governance framework have been instrumental in improving our Group’s structure, performance, and direction (...) Beyond your technical expertise, we highly appreciate your professionalism, integrity, and genuine commitment to our success."
Tanios Nehmeh
CAO | AI Miyah Holding Group
"Working with Pierre delivered tangible impact for our Family Business. His structured approach, strategic clarity, and ability to turn complex challenges into clear actions helped drive meaningful progress and better decision-making. The value created through our collaboration was concrete, measurable, and highly effective. I truly appreciate his professionalism, trust, and the quality of collaboration we’ve built, and I’m confident the best is still ahead."
Rony Ghazy
CFO | Jota2Group
"While we may not be finished working together, I just wanted to express my appreciation for your dedication, professionalism, availability and personal warmth throughout our dealings with each other. Perhaps my situation and that of the company is not so unusual, but your depth of experience and knowledge regarding companies, corporate protocol and human nature was very helpful, as navigating these waters for me was not easy. I wish you well in your consulting business and can confidently say that whoever engages you in this field will surely benefit. Thank you for all your efforts,"
Bodhi Brandes
Founder/CEO | Epic Acrylics
"Proactive, highly knowledgeable, and relentlessly focused on results, Pierre is the kind of partner you simply cannot afford to overlook."
Riad Mouawad
Founder/CEO | BlackInk
“Pierre played a key role in helping us bring clarity, structure, and discipline to Brain Freeze Interior Decoration at a critical stage of our growth. He helped us formalize our governance, ownership dynamics, and decision-making without compromising our entrepreneurial spirit. His ability to combine strategic insight with practical execution made a real difference. I highly recommend him to founders looking to institutionalize their business for long-term success.”
Mounib Osman
Founder & CEO | BrainFreeze Interior Decoration
"Pierre helped our family business navigate a critical moment with clarity, structure, and respect for our values. He brought order to complex governance, succession, and decision-making issues without disrupting the family dynamic or the entrepreneurial spirit of the business. His ability to balance family, ownership, and business realities made a real difference for us. We are genuinely grateful for his guidance and trust his work as a cornerstone for our long-term continuity."
Joseph M. Adaimy | Carissima Holding
Founder & CEO
"Pierre brings rare clarity to the complexity of family offices, private enterprises, and businesses alike. In our own business endeavors, Pierre’s advice felt personal but without ever losing precision. He commands a blend of rigor with intuition, and strategy without being too institutional. That makes working with Pierre feels less like advisory, but more like a trusted steward for long-term vision and generational continuity. We were quite lucky to cross paths and work alongside such a valuable advisor."
Constantin Tzembelicos
Group CEO / Co-Founder | the Orphic Group
"Pierre helped us make a decisive shift from a founder-led model to a more institutional way of working by clearly separating the roles of shareholders, the Board, and the executive team. He brought clarity, structure, and practicality to what could otherwise have remained theoretical, while fully respecting our culture and values. His contribution has been a true accelerator for the long-term development of Fichtner Wealth Managers. Thank you, Pierre, for your professionalism, insight, and the trust-based collaboration."
Vladimir Fichtner
Founder & Chair | Fichtner a.s.
"As a venture capital firm, we often work with families and high-net-worth individuals who occasionally seek guidance on legacy planning, succession strategies, family constitutions, and establishing family offices in ADGM. Whenever we are asked for a trusted knowledge partner in these areas, our recommendation consistently points to Patrimonia. Their expertise, professionalism, and ability to navigate complex family governance matters make them an invaluable resource".
Steve A. Khayat
Founder, MD & CEO | Phoenix Venture Partners Limited
"Pierre brings exceptional experience, strategic guidance, and high energy to every situation. For my business, he has consistently opened doors, created opportunity, and added tangible value across multiple areas. With his innate problem-solving approach, Pierre’s contribution extends far beyond transactions, he takes the time to understand the DNA of a business, builds momentum, earns trust, and creates lasting impact. Pierre is an asset to any leadership or advisory structure."
Robert W. Tynan
Managing Director | Morph
"I would like to express my sincere appreciation for your outstanding support as our Business Advisor. Your constructive advice, strategic planning input, and well-designed governance framework have been instrumental in improving our Group’s structure, performance, and direction (...) Beyond your technical expertise, we highly appreciate your professionalism, integrity, and genuine commitment to our success."
Tanios Nehmeh
CAO | AI Miyah Holding Group
"Working with Pierre delivered tangible impact for our Family Business. His structured approach, strategic clarity, and ability to turn complex challenges into clear actions helped drive meaningful progress and better decision-making. The value created through our collaboration was concrete, measurable, and highly effective. I truly appreciate his professionalism, trust, and the quality of collaboration we’ve built, and I’m confident the best is still ahead."
Rony Ghazy
CFO | Jota2Group
"While we may not be finished working together, I just wanted to express my appreciation for your dedication, professionalism, availability and personal warmth throughout our dealings with each other. Perhaps my situation and that of the company is not so unusual, but your depth of experience and knowledge regarding companies, corporate protocol and human nature was very helpful, as navigating these waters for me was not easy. I wish you well in your consulting business and can confidently say that whoever engages you in this field will surely benefit. Thank you for all your efforts,"
Bodhi Brandes
Founder/CEO | Epic Acrylics
"Proactive, highly knowledgeable, and relentlessly focused on results, Pierre is the kind of partner you simply cannot afford to overlook."
Riad Mouawad
Founder/CEO | BlackInk
“Pierre played a key role in helping us bring clarity, structure, and discipline to Brain Freeze Interior Decoration at a critical stage of our growth. He helped us formalize our governance, ownership dynamics, and decision-making without compromising our entrepreneurial spirit. His ability to combine strategic insight with practical execution made a real difference. I highly recommend him to founders looking to institutionalize their business for long-term success.”
Mounib Osman
Founder & CEO | BrainFreeze Interior Decoration
"Pierre helped our family business navigate a critical moment with clarity, structure, and respect for our values. He brought order to complex governance, succession, and decision-making issues without disrupting the family dynamic or the entrepreneurial spirit of the business. His ability to balance family, ownership, and business realities made a real difference for us. We are genuinely grateful for his guidance and trust his work as a cornerstone for our long-term continuity."
Joseph M. Adaimy | Carissima Holding
Founder & CEO
"Pierre brings rare clarity to the complexity of family offices, private enterprises, and businesses alike. In our own business endeavors, Pierre’s advice felt personal but without ever losing precision. He commands a blend of rigor with intuition, and strategy without being too institutional. That makes working with Pierre feels less like advisory, but more like a trusted steward for long-term vision and generational continuity. We were quite lucky to cross paths and work alongside such a valuable advisor."
Constantin Tzembelicos
Group CEO / Co-Founder | the Orphic Group
"Pierre helped us make a decisive shift from a founder-led model to a more institutional way of working by clearly separating the roles of shareholders, the Board, and the executive team. He brought clarity, structure, and practicality to what could otherwise have remained theoretical, while fully respecting our culture and values. His contribution has been a true accelerator for the long-term development of Fichtner Wealth Managers. Thank you, Pierre, for your professionalism, insight, and the trust-based collaboration."
Vladimir Fichtner
Founder & Chair | Fichtner a.s.
"As a venture capital firm, we often work with families and high-net-worth individuals who occasionally seek guidance on legacy planning, succession strategies, family constitutions, and establishing family offices in ADGM. Whenever we are asked for a trusted knowledge partner in these areas, our recommendation consistently points to Patrimonia. Their expertise, professionalism, and ability to navigate complex family governance matters make them an invaluable resource".
Steve A. Khayat
Founder, MD & CEO | Phoenix Venture Partners Limited
"Pierre brings exceptional experience, strategic guidance, and high energy to every situation. For my business, he has consistently opened doors, created opportunity, and added tangible value across multiple areas. With his innate problem-solving approach, Pierre’s contribution extends far beyond transactions, he takes the time to understand the DNA of a business, builds momentum, earns trust, and creates lasting impact. Pierre is an asset to any leadership or advisory structure."
Robert W. Tynan
Managing Director | Morph
"I would like to express my sincere appreciation for your outstanding support as our Business Advisor. Your constructive advice, strategic planning input, and well-designed governance framework have been instrumental in improving our Group’s structure, performance, and direction (...) Beyond your technical expertise, we highly appreciate your professionalism, integrity, and genuine commitment to our success."
Tanios Nehmeh
CAO | AI Miyah Holding Group
"Working with Pierre delivered tangible impact for our Family Business. His structured approach, strategic clarity, and ability to turn complex challenges into clear actions helped drive meaningful progress and better decision-making. The value created through our collaboration was concrete, measurable, and highly effective. I truly appreciate his professionalism, trust, and the quality of collaboration we’ve built, and I’m confident the best is still ahead."
Rony Ghazy
CFO | Jota2Group
"While we may not be finished working together, I just wanted to express my appreciation for your dedication, professionalism, availability and personal warmth throughout our dealings with each other. Perhaps my situation and that of the company is not so unusual, but your depth of experience and knowledge regarding companies, corporate protocol and human nature was very helpful, as navigating these waters for me was not easy. I wish you well in your consulting business and can confidently say that whoever engages you in this field will surely benefit. Thank you for all your efforts,"
Bodhi Brandes
Founder/CEO | Epic Acrylics
"Proactive, highly knowledgeable, and relentlessly focused on results, Pierre is the kind of partner you simply cannot afford to overlook."
Riad Mouawad
Founder/CEO | BlackInk
“Pierre played a key role in helping us bring clarity, structure, and discipline to Brain Freeze Interior Decoration at a critical stage of our growth. He helped us formalize our governance, ownership dynamics, and decision-making without compromising our entrepreneurial spirit. His ability to combine strategic insight with practical execution made a real difference. I highly recommend him to founders looking to institutionalize their business for long-term success.”
Mounib Osman
Founder & CEO | BrainFreeze Interior Decoration
"Pierre helped our family business navigate a critical moment with clarity, structure, and respect for our values. He brought order to complex governance, succession, and decision-making issues without disrupting the family dynamic or the entrepreneurial spirit of the business. His ability to balance family, ownership, and business realities made a real difference for us. We are genuinely grateful for his guidance and trust his work as a cornerstone for our long-term continuity."
Joseph M. Adaimy | Carissima Holding
Founder & CEO
Testimonials
The impact of our work
"Pierre brings rare clarity to the complexity of family offices, private enterprises, and businesses alike. In our own business endeavors, Pierre’s advice felt personal but without ever losing precision. He commands a blend of rigor with intuition, and strategy without being too institutional. That makes working with Pierre feels less like advisory, but more like a trusted steward for long-term vision and generational continuity. We were quite lucky to cross paths and work alongside such a valuable advisor."
Constantin Tzembelicos
Group CEO / Co-Founder | the Orphic Group
"Pierre helped us make a decisive shift from a founder-led model to a more institutional way of working by clearly separating the roles of shareholders, the Board, and the executive team. He brought clarity, structure, and practicality to what could otherwise have remained theoretical, while fully respecting our culture and values. His contribution has been a true accelerator for the long-term development of Fichtner Wealth Managers. Thank you, Pierre, for your professionalism, insight, and the trust-based collaboration."
Vladimir Fichtner
Founder & Chair | Fichtner a.s.
"As a venture capital firm, we often work with families and high-net-worth individuals who occasionally seek guidance on legacy planning, succession strategies, family constitutions, and establishing family offices in ADGM. Whenever we are asked for a trusted knowledge partner in these areas, our recommendation consistently points to Patrimonia. Their expertise, professionalism, and ability to navigate complex family governance matters make them an invaluable resource".
Steve A. Khayat
Founder, MD & CEO | Phoenix Venture Partners Limited
"Pierre brings exceptional experience, strategic guidance, and high energy to every situation. For my business, he has consistently opened doors, created opportunity, and added tangible value across multiple areas. With his innate problem-solving approach, Pierre’s contribution extends far beyond transactions, he takes the time to understand the DNA of a business, builds momentum, earns trust, and creates lasting impact. Pierre is an asset to any leadership or advisory structure."
Robert W. Tynan
Managing Director | Morph
"I would like to express my sincere appreciation for your outstanding support as our Business Advisor. Your constructive advice, strategic planning input, and well-designed governance framework have been instrumental in improving our Group’s structure, performance, and direction (...) Beyond your technical expertise, we highly appreciate your professionalism, integrity, and genuine commitment to our success."
Tanios Nehmeh
CAO | AI Miyah Holding Group
"Working with Pierre delivered tangible impact for our Family Business. His structured approach, strategic clarity, and ability to turn complex challenges into clear actions helped drive meaningful progress and better decision-making. The value created through our collaboration was concrete, measurable, and highly effective. I truly appreciate his professionalism, trust, and the quality of collaboration we’ve built, and I’m confident the best is still ahead."
Rony Ghazy
CFO | Jota2Group
"While we may not be finished working together, I just wanted to express my appreciation for your dedication, professionalism, availability and personal warmth throughout our dealings with each other. Perhaps my situation and that of the company is not so unusual, but your depth of experience and knowledge regarding companies, corporate protocol and human nature was very helpful, as navigating these waters for me was not easy. I wish you well in your consulting business and can confidently say that whoever engages you in this field will surely benefit. Thank you for all your efforts,"
Bodhi Brandes
Founder/CEO | Epic Acrylics
"Proactive, highly knowledgeable, and relentlessly focused on results, Pierre is the kind of partner you simply cannot afford to overlook."
Riad Mouawad
Founder/CEO | BlackInk
“Pierre played a key role in helping us bring clarity, structure, and discipline to Brain Freeze Interior Decoration at a critical stage of our growth. He helped us formalize our governance, ownership dynamics, and decision-making without compromising our entrepreneurial spirit. His ability to combine strategic insight with practical execution made a real difference. I highly recommend him to founders looking to institutionalize their business for long-term success.”
Mounib Osman
Founder & CEO | BrainFreeze Interior Decoration
"Pierre helped our family business navigate a critical moment with clarity, structure, and respect for our values. He brought order to complex governance, succession, and decision-making issues without disrupting the family dynamic or the entrepreneurial spirit of the business. His ability to balance family, ownership, and business realities made a real difference for us. We are genuinely grateful for his guidance and trust his work as a cornerstone for our long-term continuity."
Joseph M. Adaimy | Carissima Holding
Founder & CEO
Testimonials
The impact of our work
"Pierre brings rare clarity to the complexity of family offices, private enterprises, and businesses alike. In our own business endeavors, Pierre’s advice felt personal but without ever losing precision. He commands a blend of rigor with intuition, and strategy without being too institutional. That makes working with Pierre feels less like advisory, but more like a trusted steward for long-term vision and generational continuity. We were quite lucky to cross paths and work alongside such a valuable advisor."
Constantin Tzembelicos
Group CEO / Co-Founder | the Orphic Group
"Pierre helped us make a decisive shift from a founder-led model to a more institutional way of working by clearly separating the roles of shareholders, the Board, and the executive team. He brought clarity, structure, and practicality to what could otherwise have remained theoretical, while fully respecting our culture and values. His contribution has been a true accelerator for the long-term development of Fichtner Wealth Managers. Thank you, Pierre, for your professionalism, insight, and the trust-based collaboration."
Vladimir Fichtner
Founder & Chair | Fichtner a.s.
"As a venture capital firm, we often work with families and high-net-worth individuals who occasionally seek guidance on legacy planning, succession strategies, family constitutions, and establishing family offices in ADGM. Whenever we are asked for a trusted knowledge partner in these areas, our recommendation consistently points to Patrimonia. Their expertise, professionalism, and ability to navigate complex family governance matters make them an invaluable resource".
Steve A. Khayat
Founder, MD & CEO | Phoenix Venture Partners Limited
"Pierre brings exceptional experience, strategic guidance, and high energy to every situation. For my business, he has consistently opened doors, created opportunity, and added tangible value across multiple areas. With his innate problem-solving approach, Pierre’s contribution extends far beyond transactions, he takes the time to understand the DNA of a business, builds momentum, earns trust, and creates lasting impact. Pierre is an asset to any leadership or advisory structure."
Robert W. Tynan
Managing Director | Morph
"I would like to express my sincere appreciation for your outstanding support as our Business Advisor. Your constructive advice, strategic planning input, and well-designed governance framework have been instrumental in improving our Group’s structure, performance, and direction (...) Beyond your technical expertise, we highly appreciate your professionalism, integrity, and genuine commitment to our success."
Tanios Nehmeh
CAO | AI Miyah Holding Group
"Working with Pierre delivered tangible impact for our Family Business. His structured approach, strategic clarity, and ability to turn complex challenges into clear actions helped drive meaningful progress and better decision-making. The value created through our collaboration was concrete, measurable, and highly effective. I truly appreciate his professionalism, trust, and the quality of collaboration we’ve built, and I’m confident the best is still ahead."
Rony Ghazy
CFO | Jota2Group
"While we may not be finished working together, I just wanted to express my appreciation for your dedication, professionalism, availability and personal warmth throughout our dealings with each other. Perhaps my situation and that of the company is not so unusual, but your depth of experience and knowledge regarding companies, corporate protocol and human nature was very helpful, as navigating these waters for me was not easy. I wish you well in your consulting business and can confidently say that whoever engages you in this field will surely benefit. Thank you for all your efforts,"
Bodhi Brandes
Founder/CEO | Epic Acrylics
"Proactive, highly knowledgeable, and relentlessly focused on results, Pierre is the kind of partner you simply cannot afford to overlook."
Riad Mouawad
Founder/CEO | BlackInk
“Pierre played a key role in helping us bring clarity, structure, and discipline to Brain Freeze Interior Decoration at a critical stage of our growth. He helped us formalize our governance, ownership dynamics, and decision-making without compromising our entrepreneurial spirit. His ability to combine strategic insight with practical execution made a real difference. I highly recommend him to founders looking to institutionalize their business for long-term success.”
Mounib Osman
Founder & CEO | BrainFreeze Interior Decoration
"Pierre helped our family business navigate a critical moment with clarity, structure, and respect for our values. He brought order to complex governance, succession, and decision-making issues without disrupting the family dynamic or the entrepreneurial spirit of the business. His ability to balance family, ownership, and business realities made a real difference for us. We are genuinely grateful for his guidance and trust his work as a cornerstone for our long-term continuity."
Joseph M. Adaimy | Carissima Holding
Founder & CEO
"Pierre brings rare clarity to the complexity of family offices, private enterprises, and businesses alike. In our own business endeavors, Pierre’s advice felt personal but without ever losing precision. He commands a blend of rigor with intuition, and strategy without being too institutional. That makes working with Pierre feels less like advisory, but more like a trusted steward for long-term vision and generational continuity. We were quite lucky to cross paths and work alongside such a valuable advisor."
Constantin Tzembelicos
Group CEO / Co-Founder | the Orphic Group
"Pierre helped us make a decisive shift from a founder-led model to a more institutional way of working by clearly separating the roles of shareholders, the Board, and the executive team. He brought clarity, structure, and practicality to what could otherwise have remained theoretical, while fully respecting our culture and values. His contribution has been a true accelerator for the long-term development of Fichtner Wealth Managers. Thank you, Pierre, for your professionalism, insight, and the trust-based collaboration."
Vladimir Fichtner
Founder & Chair | Fichtner a.s.
"As a venture capital firm, we often work with families and high-net-worth individuals who occasionally seek guidance on legacy planning, succession strategies, family constitutions, and establishing family offices in ADGM. Whenever we are asked for a trusted knowledge partner in these areas, our recommendation consistently points to Patrimonia. Their expertise, professionalism, and ability to navigate complex family governance matters make them an invaluable resource".
Steve A. Khayat
Founder, MD & CEO | Phoenix Venture Partners Limited
"Pierre brings exceptional experience, strategic guidance, and high energy to every situation. For my business, he has consistently opened doors, created opportunity, and added tangible value across multiple areas. With his innate problem-solving approach, Pierre’s contribution extends far beyond transactions, he takes the time to understand the DNA of a business, builds momentum, earns trust, and creates lasting impact. Pierre is an asset to any leadership or advisory structure."
Robert W. Tynan
Managing Director | Morph
"I would like to express my sincere appreciation for your outstanding support as our Business Advisor. Your constructive advice, strategic planning input, and well-designed governance framework have been instrumental in improving our Group’s structure, performance, and direction (...) Beyond your technical expertise, we highly appreciate your professionalism, integrity, and genuine commitment to our success."
Tanios Nehmeh
CAO | AI Miyah Holding Group
"Working with Pierre delivered tangible impact for our Family Business. His structured approach, strategic clarity, and ability to turn complex challenges into clear actions helped drive meaningful progress and better decision-making. The value created through our collaboration was concrete, measurable, and highly effective. I truly appreciate his professionalism, trust, and the quality of collaboration we’ve built, and I’m confident the best is still ahead."
Rony Ghazy
CFO | Jota2Group
"While we may not be finished working together, I just wanted to express my appreciation for your dedication, professionalism, availability and personal warmth throughout our dealings with each other. Perhaps my situation and that of the company is not so unusual, but your depth of experience and knowledge regarding companies, corporate protocol and human nature was very helpful, as navigating these waters for me was not easy. I wish you well in your consulting business and can confidently say that whoever engages you in this field will surely benefit. Thank you for all your efforts,"
Bodhi Brandes
Founder/CEO | Epic Acrylics
"Proactive, highly knowledgeable, and relentlessly focused on results, Pierre is the kind of partner you simply cannot afford to overlook."
Riad Mouawad
Founder/CEO | BlackInk
“Pierre played a key role in helping us bring clarity, structure, and discipline to Brain Freeze Interior Decoration at a critical stage of our growth. He helped us formalize our governance, ownership dynamics, and decision-making without compromising our entrepreneurial spirit. His ability to combine strategic insight with practical execution made a real difference. I highly recommend him to founders looking to institutionalize their business for long-term success.”
Mounib Osman
Founder & CEO | BrainFreeze Interior Decoration
"Pierre helped our family business navigate a critical moment with clarity, structure, and respect for our values. He brought order to complex governance, succession, and decision-making issues without disrupting the family dynamic or the entrepreneurial spirit of the business. His ability to balance family, ownership, and business realities made a real difference for us. We are genuinely grateful for his guidance and trust his work as a cornerstone for our long-term continuity."
Joseph M. Adaimy | Carissima Holding
Founder & CEO
"Pierre brings rare clarity to the complexity of family offices, private enterprises, and businesses alike. In our own business endeavors, Pierre’s advice felt personal but without ever losing precision. He commands a blend of rigor with intuition, and strategy without being too institutional. That makes working with Pierre feels less like advisory, but more like a trusted steward for long-term vision and generational continuity. We were quite lucky to cross paths and work alongside such a valuable advisor."
Constantin Tzembelicos
Group CEO / Co-Founder | the Orphic Group
"Pierre helped us make a decisive shift from a founder-led model to a more institutional way of working by clearly separating the roles of shareholders, the Board, and the executive team. He brought clarity, structure, and practicality to what could otherwise have remained theoretical, while fully respecting our culture and values. His contribution has been a true accelerator for the long-term development of Fichtner Wealth Managers. Thank you, Pierre, for your professionalism, insight, and the trust-based collaboration."
Vladimir Fichtner
Founder & Chair | Fichtner a.s.
"As a venture capital firm, we often work with families and high-net-worth individuals who occasionally seek guidance on legacy planning, succession strategies, family constitutions, and establishing family offices in ADGM. Whenever we are asked for a trusted knowledge partner in these areas, our recommendation consistently points to Patrimonia. Their expertise, professionalism, and ability to navigate complex family governance matters make them an invaluable resource".
Steve A. Khayat
Founder, MD & CEO | Phoenix Venture Partners Limited
"Pierre brings exceptional experience, strategic guidance, and high energy to every situation. For my business, he has consistently opened doors, created opportunity, and added tangible value across multiple areas. With his innate problem-solving approach, Pierre’s contribution extends far beyond transactions, he takes the time to understand the DNA of a business, builds momentum, earns trust, and creates lasting impact. Pierre is an asset to any leadership or advisory structure."
Robert W. Tynan
Managing Director | Morph
"I would like to express my sincere appreciation for your outstanding support as our Business Advisor. Your constructive advice, strategic planning input, and well-designed governance framework have been instrumental in improving our Group’s structure, performance, and direction (...) Beyond your technical expertise, we highly appreciate your professionalism, integrity, and genuine commitment to our success."
Tanios Nehmeh
CAO | AI Miyah Holding Group
"Working with Pierre delivered tangible impact for our Family Business. His structured approach, strategic clarity, and ability to turn complex challenges into clear actions helped drive meaningful progress and better decision-making. The value created through our collaboration was concrete, measurable, and highly effective. I truly appreciate his professionalism, trust, and the quality of collaboration we’ve built, and I’m confident the best is still ahead."
Rony Ghazy
CFO | Jota2Group
"While we may not be finished working together, I just wanted to express my appreciation for your dedication, professionalism, availability and personal warmth throughout our dealings with each other. Perhaps my situation and that of the company is not so unusual, but your depth of experience and knowledge regarding companies, corporate protocol and human nature was very helpful, as navigating these waters for me was not easy. I wish you well in your consulting business and can confidently say that whoever engages you in this field will surely benefit. Thank you for all your efforts,"
Bodhi Brandes
Founder/CEO | Epic Acrylics
"Proactive, highly knowledgeable, and relentlessly focused on results, Pierre is the kind of partner you simply cannot afford to overlook."
Riad Mouawad
Founder/CEO | BlackInk
“Pierre played a key role in helping us bring clarity, structure, and discipline to Brain Freeze Interior Decoration at a critical stage of our growth. He helped us formalize our governance, ownership dynamics, and decision-making without compromising our entrepreneurial spirit. His ability to combine strategic insight with practical execution made a real difference. I highly recommend him to founders looking to institutionalize their business for long-term success.”
Mounib Osman
Founder & CEO | BrainFreeze Interior Decoration
"Pierre helped our family business navigate a critical moment with clarity, structure, and respect for our values. He brought order to complex governance, succession, and decision-making issues without disrupting the family dynamic or the entrepreneurial spirit of the business. His ability to balance family, ownership, and business realities made a real difference for us. We are genuinely grateful for his guidance and trust his work as a cornerstone for our long-term continuity."
Joseph M. Adaimy | Carissima Holding
Founder & CEO
"Pierre brings rare clarity to the complexity of family offices, private enterprises, and businesses alike. In our own business endeavors, Pierre’s advice felt personal but without ever losing precision. He commands a blend of rigor with intuition, and strategy without being too institutional. That makes working with Pierre feels less like advisory, but more like a trusted steward for long-term vision and generational continuity. We were quite lucky to cross paths and work alongside such a valuable advisor."
Constantin Tzembelicos
Group CEO / Co-Founder | the Orphic Group
"Pierre helped us make a decisive shift from a founder-led model to a more institutional way of working by clearly separating the roles of shareholders, the Board, and the executive team. He brought clarity, structure, and practicality to what could otherwise have remained theoretical, while fully respecting our culture and values. His contribution has been a true accelerator for the long-term development of Fichtner Wealth Managers. Thank you, Pierre, for your professionalism, insight, and the trust-based collaboration."
Vladimir Fichtner
Founder & Chair | Fichtner a.s.
"As a venture capital firm, we often work with families and high-net-worth individuals who occasionally seek guidance on legacy planning, succession strategies, family constitutions, and establishing family offices in ADGM. Whenever we are asked for a trusted knowledge partner in these areas, our recommendation consistently points to Patrimonia. Their expertise, professionalism, and ability to navigate complex family governance matters make them an invaluable resource".
Steve A. Khayat
Founder, MD & CEO | Phoenix Venture Partners Limited
"Pierre brings exceptional experience, strategic guidance, and high energy to every situation. For my business, he has consistently opened doors, created opportunity, and added tangible value across multiple areas. With his innate problem-solving approach, Pierre’s contribution extends far beyond transactions, he takes the time to understand the DNA of a business, builds momentum, earns trust, and creates lasting impact. Pierre is an asset to any leadership or advisory structure."
Robert W. Tynan
Managing Director | Morph
"I would like to express my sincere appreciation for your outstanding support as our Business Advisor. Your constructive advice, strategic planning input, and well-designed governance framework have been instrumental in improving our Group’s structure, performance, and direction (...) Beyond your technical expertise, we highly appreciate your professionalism, integrity, and genuine commitment to our success."
Tanios Nehmeh
CAO | AI Miyah Holding Group
"Working with Pierre delivered tangible impact for our Family Business. His structured approach, strategic clarity, and ability to turn complex challenges into clear actions helped drive meaningful progress and better decision-making. The value created through our collaboration was concrete, measurable, and highly effective. I truly appreciate his professionalism, trust, and the quality of collaboration we’ve built, and I’m confident the best is still ahead."
Rony Ghazy
CFO | Jota2Group
"While we may not be finished working together, I just wanted to express my appreciation for your dedication, professionalism, availability and personal warmth throughout our dealings with each other. Perhaps my situation and that of the company is not so unusual, but your depth of experience and knowledge regarding companies, corporate protocol and human nature was very helpful, as navigating these waters for me was not easy. I wish you well in your consulting business and can confidently say that whoever engages you in this field will surely benefit. Thank you for all your efforts,"
Bodhi Brandes
Founder/CEO | Epic Acrylics
"Proactive, highly knowledgeable, and relentlessly focused on results, Pierre is the kind of partner you simply cannot afford to overlook."
Riad Mouawad
Founder/CEO | BlackInk
“Pierre played a key role in helping us bring clarity, structure, and discipline to Brain Freeze Interior Decoration at a critical stage of our growth. He helped us formalize our governance, ownership dynamics, and decision-making without compromising our entrepreneurial spirit. His ability to combine strategic insight with practical execution made a real difference. I highly recommend him to founders looking to institutionalize their business for long-term success.”
Mounib Osman
Founder & CEO | BrainFreeze Interior Decoration
"Pierre helped our family business navigate a critical moment with clarity, structure, and respect for our values. He brought order to complex governance, succession, and decision-making issues without disrupting the family dynamic or the entrepreneurial spirit of the business. His ability to balance family, ownership, and business realities made a real difference for us. We are genuinely grateful for his guidance and trust his work as a cornerstone for our long-term continuity."
Joseph M. Adaimy | Carissima Holding
Founder & CEO
Our advisory services
Succession, governance, and wealth decisions that shape how families lead, decide, and stay aligned over time.
FAQ
Clarity before we begin
Clarity before we begin
A quick overview of how our advisory process works, from first contact to long-term support.
A quick overview of how our advisory process works, from first contact to long-term 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?
Ready to move forward?
Start your family’s journey toward clarity and stability
If you want calmer decisions, clearer roles, and a governance and succession model that works in real life, start with private Clarity Sessions.
Ready to move forward?
Start your family’s journey toward clarity and stability
If you want calmer decisions, clearer roles, and a governance and succession model that works in real life, start with private Clarity Sessions.
Ready to move forward?
Start your family’s journey toward clarity and stability
If you want calmer decisions, clearer roles, and a governance and succession model that works in real life, start with private Clarity Sessions.