Wealth, consolidated
A quiet record of
everything you own.
Patrimonio is a private place to consolidate your assets and liabilities — and to leave your heirs the map they would otherwise never find.
Three quiet capabilities
What it does for you
01
Consolidate
Pull every part of your wealth into a single, calm view. Multi-currency by default, with live conversion, so a Geneva apartment, a Zürich brokerage account and a hardware wallet all sit on the same balance sheet.
- Bank & savings accounts
- Real estate & land
- Brokerage & retirement
- Crypto wallets
- Vehicles, watches, art
- Private equity & loans owed to you
02
Document
Each holding carries the context it needs: where the deed is stored, which advisor manages it, which beneficiary it is destined for, and how a trusted person could reach it tomorrow, without ever writing down a password.
- Notes & locations
- Beneficiary designations
- Access hints (no passwords)
- Linked documents & PDFs
- Per-asset value history
- Linked debts
03
Pass on
Name a trusted contact and decide what they should see, and when. Your succession is computed under Swiss matrimonial and inheritance rules, so heirs receive a clear picture instead of a forensic puzzle.
- Trusted-contact handover
- Swiss succession computation
- Per-heir share visualisation
- Réserve & quotité disponible
- Document vault for executors
- Encrypted, even after handover
End-to-end encryption
Readable by you. Opaque to everyone else.
Values, notes, locations, beneficiaries and uploaded documents are encrypted inside your browser before they leave your device. The key is derived from your password and recovery phrase, it never reaches our servers. Even with full access to the database, neither Patrimonio operators nor the underlying infrastructure provider can read your data. They see only ciphertext.
Your device
Data is composed and encrypted locally, in your browser.
In transit & at rest
Only encrypted blobs travel across the network and sit in the database.
Decrypted only by you
The decryption key never leaves your session. We cannot recover it for you.
Coming soon
Soon: just upload your tax return.
Filing every account by hand takes time. Soon, you will be able to upload your annual tax statement and let Patrimonio extract your accounts, properties and securities for you. You review, adjust, and confirm before anything is saved.
tax-return-2025.pdf
2.4 MB · Swiss federal form
A quiet record of everything you own.
Patrimonio is a private place to consolidate your assets and liabilities — and to leave your heirs the map they would otherwise never find.