TO WHOM IT APPLIES
A Family Office applies particularly to people or families with a significant amount of personal wealth to administer and safeguard, which is often deposited in various institutes, managed by more than one entity and is even in different currencies. This category may include industrialists, businessmen, artists and athletes.
Family nucleuses whose members organise their affairs to avoid the fragmentation of their wealth, which often occurs when it is passed from generation to generation (estate planning); family nucleuses that have the need to clearly distinguish between family wealth and entrepreneurial initiatives or who want to employ professionals to advise on and coordinate the management of their wealth.
Bodies and foundations, public or private, that intend to monitor and manage the resources they own in an effective and efficient way or professionals and advisors who already assist clients in managing their wealth and who intend to use of some services of a Multi Family Office to integrate them with their own.
• individuals or families with significant wealth
• industrialists, businessmen, artists and athletes
• bodies and foundations, public or private,
• professionals and advisors
