OUR SERVICES
Tailor-made Services
"Even without a comprehensive 360° management perspective, our approach remains the same"
To assess problems and find solutions while taking into account the needs and goals of the family’s entire estate.
Even without a comprehensive 360° management perspective, our approach remains the same: to assess problems and find solutions while taking into account the needs and goals of the family’s entire estate.
Contact us to discover how we can support your family wealth or that of your clients.
We will arrange a meeting where you can assess whether we are the right fit to meet your needs.
Real estate
Asset & Property Management
We maximize investment returns through strategic and day-to-day management of real estate assets, optimizing their performance.
Development and Management of Real Estate Projects
We manage and develop complex real estate transactions, from acquisition to the execution of value-added projects.
NPL Investments
We select and manage single-name, small packages of secured NPLs, both as direct investment opportunities and as tools to enhance real estate operations.
International Tax & Succession Planning
International Tax Solutions
We assist clients with cross-border tax planning, optimizing taxation while ensuring full compliance with Italian and international regulations.
International Succession Planning Solutions
We provide advice on succession management and planning for individuals with assets or heirs in multiple countries, ensuring continuity of wealth and compliance with applicable laws.
Establishment of Corporate and Institutional Vehicles
We handle the formation of companies and succession vehicles (such as trusts, foundations, and family holdings), ensuring efficient, secure, and compliant wealth transfer structures.
Family Business
Strategic Advisory
We support entrepreneurial families in key decision-making processes, helping define long-term goals, optimize corporate structures, and face market challenges with a shared, sustainable vision.
Family Governance
We assist in creating clear rules and effective tools to manage the relationship between the family and the business, promoting cohesion and preventing generational conflicts.
Exit Strategy
We support entrepreneurs in planning and executing exit strategies — business sales, IPOs, generational transfers — protecting family wealth and ensuring continuity and long-term value.
Liquid Assets
Monitoring & Reporting
We provide constant and transparent oversight of financial assets, with customized reports that integrate performance, risk and allocation data, offering a complete and up-to-date view of liquid assets.
Alternatives
Private Equity
We identify opportunities in high-potential private companies to diversify portfolios and generate long-term returns.
Venture Capital
We select high-potential startups—directly or through trusted partners—following thorough due diligence and access to exclusive deals.
Art & Collectibles
We assist families in acquiring, managing and enhancing the value of art and collectibles, with a long-term, intergenerational wealth perspective.
Philanthropy
Partnership & Networking
We facilitate strategic connections and synergies with foundations, non-profits and key stakeholders.
Strategic Planning
We develop tailored strategies to maximize the social impact of your philanthropic efforts, aligning your aspirations with measurable and concrete goals.
Foundation Governance
We support the creation and management of foundations, defining effective governance structures and transparent decision-making processes to ensure optimal resource allocation.
Due Diligence on Non-Profit Organizations
We assess charitable organizations to ensure transparency, reliability and the actual impact of donated funds.
