Family Strategy provides multigenerational families, their Family Offices and associated trustees with wealth management strategies, expertise and solutions that are fundamental to family succession and deliver continuity during phases of change, the reorganisation of family businesses and reallocation of asset classes.
Family Strategy applies a personalised consultancy approach to each project. We employ the longstanding principles and values promoted by AIFO (“Association of Italian Family Officer”) regarding the knowledge, information and professional qualifications most relevant to servicing and supporting private wealth.
“Family fortunes can only be protected from a comprehensive standpoint. One that embodies the history and roots of the original wealth. With clearly defined values and strategies for the transmission of wealth, a family can execute sustainability projects to ensure continuity for generations to come.”