Managing the complexity of the family universe, harmonizing the different assets and figures, are the baseline to start in defining the management strategy that each family should have.
The human, entrepreneurial, reputational, social, intellectual and financial capital, of which the Family is the bearer, form the family patrimony of which the individuals are custodians.
Our goal is to help families ensure the growth and continuity of the heritage over the generations, through a meticulous work of analysis and planning of the various patrimonial anatomies, which form the foundations for the creation of future value.
Family Planning
Support the Family in drafting the internal governance bodies, plans and methods, to support the long-term behaviours of all the people, to preserve and prosecute the family values over time.
Continuity over time
heritage continuity, the preservation of family and personal heritage, involves not only the preparation of accurate succession plans, but also a growth paths for future generations that will be called to guarantee the continuity over time.
We support the family in choosing the most suitable structures to mitigate the risks related to conflict, fragmentation and loss of value of the different assets over time.
Future generation
We provide support in defining the roadmap for the new generations growth and development to master their custodian role, together with the growth of the different patrimonial anatomies.
Wealth management
Financial capital management represents a significant part of the continuity project. Managing its growth and protection is the primary objective of our management action. We are not investment managers but consultants who aim to manage risk and stabilize long-term growth.
Extraordinary transactions
We take care of supporting entrepreneurs and SMEs in extraordinary operations that require involvement of qualified operators. We support families in searching for institutional and private partners for extraordinary operations on corporate capital.
Liquidity Events
In case of Liquidity Events, we support the Family and the Entrepreneur in choosing new areas of development and investment, through research of investments in real economy, start-ups, club deals, corporate participations and participation in new Ventures.