What is Family Office?

A family office is a service company that manages the assets of one or more wealthy families, acting as a center for the financial and administrative management of their assets.

The Family Offices are mainly concerned with:

  • Specialist planning and consulting, including financial, tax and strategic advisory services;
  • Investment management with asset allocation, risk management, investment analysis and due diligence as well as assistance in all transactions and sales of goods
  • Administration services such as the management of relationships with service providers, accounting, and more properly Relational services among members of the Family, in their capacity as Beneficiaries of the assets.

Evolution of the Family Office in Italy

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