A DAY TO DAY RELATIONSHIP BASED ON TRUST

Tosetti Value is a reference point for heads of families who have the daily responsibility of managing complex family and business assets and need the assistance of a skilled, efficient and trusted team capable of supporting strategies, decisions and relationships.

The Tosetti Value Family Office is effectively the equivalent to the work of an office within a family or business that has the full-time job of taking care of the family’s interests and managing all aspects of relations concerning its material, human and cultural capital:

supervision of financial and real assets and monitoring of investments through portfolio analysis and consolidated reporting

management of legal and fiscal aspects for the family and the business

family governance with the aim of strengthening ties and harmonizing family relationships, promoting personal growth, educating the younger generations in responsibility, competence and a values-based culture.

management of social and philanthropic activities

In-house management of Family Office activities by Tosetti Value guarantees significant benefits:

expertise and commitment to “bringing order” to all the family’s assets (not just those of a financial nature)

teams specialized in analysis of market, risk and investment opportunities, and in relations with financial operators

representing ultra-high net worth investors means increased negotiating power with brokers, resulting in subsequent reductions in management costs to the client’s benefit

the ability to contribute positively to inter-family relationships from a neutral position and detached view of problems that helps maintain cordial relationships, strengthen ties and prevent conflicts.

a well-established network of contacts with the financial, economics, business, social, art and academic spheres, and all those players able to contribute to the enhancement of family wealth.

THE FAMILY OFFICE

A VALUES-BASED CULTURE


The ability to preserve and enhance the integrity of a family’s financial and business assets depends on the capacity to positively manage and develop the “human” component of its legacy.

THE FAMILY OFFICE

COST EFFICIENCY


Risk management, with the aim of maximizing earnings and minimizing losses, is a fundamental aspect of wealth protection and enhancement.

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