What We Do for Our Clients
Guided by understanding, defined by independence
At Atrimis, we build long-term partnerships grounded in trust and clarity. We listen closely to understand each client’s goals and complexities — personal, financial, and generational. Our advice and investment strategies are shaped not by products, but by people: independent, analytical, and always in the client’s best interest.
Investment Management
Building resilient portfolios
Our investment philosophy is rooted in understanding economic cycles and long-term value creation rather than short-term market fluctuations. We analyse global trends across industries and regions to construct diversified portfolios built to endure volatility and deliver consistent results. Each portfolio is designed around the client’s specific goals, risk tolerance, and time horizon — always with an emphasis on capital preservation and sustainable growth.
Wealth Structuring & Optimization
Creating clarity from complexity
Sophisticated wealth requires thoughtful structuring. Atrimis assists clients in optimizing the ownership, allocation, and governance of their assets — across jurisdictions and generations. We address tax, legal, and regulatory considerations to create transparent, efficient, and enduring frameworks that support long-term objectives and simplify the management of complex holdings.
Family Office Services
Aligning family vision and governance
Families with multi-generational wealth face unique challenges that go beyond financial performance. We provide support in establishing governance structures, coordinating administrative processes, and ensuring that strategic and personal goals remain aligned. Our family office services bring order, continuity, and discretion to the management of wealth and legacy — enabling families to focus on what matters most.
Philanthropy & Purpose Capital
Turning wealth into lasting impact
We advise individuals and families on creating and managing philanthropic initiatives that reflect their values and vision. From structuring charitable foundations to defining long-term giving strategies, Atrimis ensures that capital dedicated to positive change is deployed effectively and responsibly. Our approach balances emotional intent with analytical rigor — achieving meaningful, measurable impact.
Art & Collector’s Assets
Advisory beyond traditional investments
Art and collectible assets require both expertise and sensitivity. We assist clients in building, maintaining, and transferring collections — offering guidance on acquisition, valuation, insurance, and succession planning. Our deep understanding of the art market and its intersection with wealth management allows us to integrate these unique assets seamlessly into broader financial and legacy strategies.
Who we serve
For those who think beyond the ordinary
Atrimis works with clients whose financial situations are as complex as their ambitions — individuals, families, and organizations seeking clarity, structure, and long-term perspective in managing significant wealth.
Our role is to simplify complexity, provide insight where it matters most, and act as a trusted partner across every financial dimension.
Private Clients
Personalized strategies for evolving goals
We serve individuals and entrepreneurs navigating diverse financial objectives — from capital growth to succession planning — with solutions tailored to their life stage and vision.
Families
Preserving purpose across generations
We assist families in defining governance frameworks, aligning shared values, and ensuring the continuity of both wealth and intent for future generations.
Philanthropy & Foundations
Structuring capital for positive impact
We support private and corporate foundations in aligning their financial strategy with their mission, ensuring effectiveness and sustainability in every initiative.
Companies &
Entrepreneurs
Strategic guidance through transition
We provide advice and structure for business owners during liquidity events, succession, or diversification — translating entrepreneurial success into enduring financial security.
