FAMILY OFFICE SERVICES
MAKING THE COMPLEX SIMPLY
However you wish to work with us, you will always have a principal point of contact. This makes your relationship with us simple and straightforward and ensures that the management of individual aspects of your family’s finances is always considered in the context of your broader arrangements.
We routinely work closely with your family’s other trusted advisers. Where necessary, we procure and coordinate specialist advice on behalf of clients, either from our internal experts or from our wide network of professional contacts around the globe.
Our Family Office services are provided in three different fields of activity:
WEALTH MANAGEMENT
- Management of listed (portfolio management) and unlisted equity investments;
- Counselling in the event of family-own company transfers, or strategic merger and acquisitions;
- Reporting and consolidation of family assets, including real estate and direct shareholdings (Private Equity)
- Banking services, credit and financing.
LEGAL MANAGEMENT & STRUCTURATION
- Providenzia Wealth Management manages patrimonial structures, holdings, real estate holding structures and structures portfolios (illiquid and liquid assets) via trusts, holding companies, fondations, funds, etc.
- Providenzia Wealth Management helps you to manage in a tax efficient manner your assets, undertaking research and coordinating services provided by specialists and professionals including lawyers, fiscalists or notaries.