R.F.O. WEALTH ADVICE

3 Family Offices manage the assets of one or more families and act as a link between a family and its assets. The management, protection, preservation and increase of family assets through a Family Office thus becomes a true organisational model ensuring maximum efficiency and performance . Such organisational family asset model, developed greatly in the US at the beginning of the twentieth century and it was then gradually imported into Europe and then in the nineties into Italy as well. Family Offices thus meet the needs of the “ Ultra High Net Worth Individuals ”, i.e. those families possessing large securities and real estate assets, and it manages and organises the assets according to the objectives set down by the family so as to ensure maximum performance. This complex consulting activity requires a high degree of specialisation and customization, in addition to high quality and experienced professional profiles. Family Offices do not have a specific compulsory legal structure and they can either be established as companies or similar structures, foundations and/or similar organisations particularly if they operate in the philantropic, cultural and sports sectors. FAMILY OFFICE Family Asset Strategic Planning and Consultancy