AT A GLANCE


One of the first Multi-Family Offices in Europe founded by Dario Tosetti in 1997 with the aim of being a benchmark for high quality Family office services.

1997
year founded
29
professionals and consultants
100
clients
5 billion
assets under management

FAMILIES

SERVICES FOR FAMILIES

Financial Advisory

Family relationships and protection

Tax & Legal

Services to art

Philanthropy

Education

BUSINESSES

SERVICES FOR BUSINESSES

Treasury management advice

Extraordinary operations advice

Economic scenario reports

INSTITUTIONS

SERVICES FOR INSTITUTIONS

Financial instruments selection

Financial advisory

Costs and risks optimisation

Training for private bankers

Macroeconomics scenarios reports

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