What could be more natural to represent your family office than choosing the olive tree, a symbol of wisdom and harmony that endures for generations and offers us this precious fruit full of umami, the olive?
A fact
The various discussions we have had with families often lead to the same observation: what should be a source of peace and security becomes, instead, a source of apprehension.
The lack of an overall vision regarding asset distribution creates inconsistencies in wealth management strategies, fragmented among different advisors who each work in isolation, without real coordination. Complex and sometimes opaque fee structures add to an increasing administrative burden.
When the time comes to transfer this wealth, passing the torch to the next generation often proves to be perilous, due to inadequate preparation.
Too often, the proposed solutions are nothing more than an overabundance of ultra-complex financial products, disconnected from the realities and expectations of families, leaving them vulnerable to financial crises.
Our value proposal
Founded by former international bankers, our company stands out with decades of expertise in private banking, Family Office services, and institutional clients.
Building on this experience, we are dedicated to providing comprehensive wealth coordination, offering tailored solutions that incorporate all aspects of your wealth management.
Our approach is based on a strategic vision, enabling us to optimize the structuring of your assets while ensuring their long-term sustainability.
We act as your financial right-hand, supporting you in your investment decisions, educating family members on wealth management topics, and representing or defending your interests with various counterparts.