We support privately-owned companies, holdings, trusts, families and individuals with complex and articulated wealth comprising financial investments, real estate, equity stakes, club-deal participations or private-equity funds.
Our Wealth Advisory services and activities are entrusted to an in-house team of experienced professionals with specific sensitivity and expertise, always operating with the direct involvement of the relevant Partner.
Specialised expertise, the use of customised platforms and consolidated procedures allow us to provide administrative, professional and monitoring services with the coordinated, integrated management typical of a family office.
Organised administration
A central, orderly oversight that frees the client from daily operational complexity by simplifying complex tasks.
Financial and wealth accounting, asset consolidation
We directly manage these activities, with periodic reporting and economic-financial statements.
Tax and corporate compliance
We directly handle tax and corporate obligations through our in-house team of professionals, with clearly assigned roles and centralised coordination.
Wealth and family governance
We support families with complex assets in defining roles, decision-making processes, governance tools and family protocols to foster balance and continuity within the business-family-wealth system.
Management control and monitoring
We assist in preparing budgets, financial statements and performance indicators. We produce periodic reporting to monitor investment returns, deviations and costs, and we support communication with the client’s other professionals and advisors.
Wealth Advisory
We provide tax planning, set up holdings and structures dedicated to wealth protection, succession planning and assistance with inheritance procedures, support in defining family agreements and managing generational transitions.