IIIStructure · Services

Family office

Banks, companies, properties, advisers: each speaks a different language. Someone has to lead.

A family's wealth is often spread across companies, properties, collections and countries, each followed by a different adviser. A family office brings everything under one direction, with a single view and a single point of contact.

At a glance

A family's wealth is often spread across companies, properties, collections and countries, each followed by a different adviser. A family office brings everything under one direction, with a single view and a single point of contact.

For
Families with assets in more than one country
You obtain
A view of the whole · One point of contact · Calmer decisions

01What the family obtains

  1. I

    A view of the whole

    Every asset on one up-to-date map: companies, properties, liquidity, collections.

  2. II

    One point of contact

    I coordinate banks, notaries, lawyers and accountants: you speak with one person.

  3. III

    Calmer decisions

    Family meetings prepared, documents in order, deadlines under control.

02For whom

Who it is for

  • Families with assets in more than one country
  • Entrepreneurs who want to separate company and family wealth
  • Heirs who received complex wealth and need order

03How I work

Step by step, in the right order

  1. 01

    A complete map of what the family owns, where and how

  2. 02

    Family governance: who decides, how and when

  3. 03

    Coordination of notaries, lawyers, tax advisers and banks in each country

  4. 04

    Periodic reporting the whole family can read

04Frequently asked questions

Short answers to real questions.

What does a family office do?

It organises and supervises everything a family owns: properties, company holdings, collections and liquidity. It coordinates the professionals involved and keeps a single, up-to-date view of the whole.

What is the difference between a single and a multi family office?

A single family office serves one family only and is usually owned by it. A multi family office serves a small number of families, sharing structure and know-how while keeping each family's affairs separate and confidential.

Why work across five countries?

Because families no longer live in one country. Offices in Italy, Spain, Luxembourg, Dubai and Hong Kong allow me to follow assets and people where they are, with local professionals.

Does the family keep control?

Always. A family office organises and coordinates, while decisions remain with the family, according to rules agreed together.

How many families do you follow?

A limited number, by choice. Every family needs time and attention that cannot be multiplied.

Private consultation

Every family begins with a conversation.

Six questions, two minutes. You receive your three priorities and choose a time for a confidential conversation.

Request a private consultation