The Family Office within everyone's reach

What is the Family Office and who is it for?

Most people think that a Family Office is a service company that manages the assets of one or more extremely wealthy families to safeguard their wealth and pass it on to the next generation.

According to a popular cliché reinforced by a certain media narrative, Family Office services are reserved exclusively for large business and industrial dynasties. This is because the Family Office is only commonly heard of when newspapers report on the personal and professional affairs of very wealthy families.

In reality, this is an antiquated and superficial conception of the family office, which sees the amount of money as the only factor, and which no longer reflects today's society and needs.

All kinds of people can benefit from this type of advice, such as, for example, small-business owners, new entrepreneurs, investors, small savers, and established or retired professionals. The purpose of the Family Office is to preserve assets, whether large or small, and to relieve the family or the individual who generated them from managing administrative aspects, so that they can concentrate on what's important to them while an experienced advisor looks after their interests.

What does a Family Office do?

The typical services of a Family Office are:

Tax optimisation

to protect assets in compliance with regulations

Specialised consulting

financial, tax and estate planning

Investment management

diversification and due diligence to minimise risk

Asset management

of real estate, accounting, suppliers and cost optimisation

Trusts and Foundations

estate planning suited to every family and need

Needs management

of the family and its members; and relocation services

Why contact a Family Office?

The Family Office frees the client from the purely administrative and bureaucratic aspects involved in the day-to-day management of their business or assets. It liaises with the various advisors and suppliers, delivers regular reports on assets to keep everything under control and assess trends. It performs a timely risk analysis of existing and new financial transactions, and optimises the costs of the business in terms of both administration and asset management.

The Family Office can also delegate concierge services for the whole family: from preparing for a corporate event to a son's wedding, a daughter's trip abroad to learn a language and much more. By accompanying the development of family members, the Family Office actually helps prepare the next generation, and when the time comes will coordinate with the head of the family to conduct succession planning.

Why choose us?

Thanks to our more than ten years of experience and our international network, our Family Office offers comprehensive advisory services tailored to every situation. Above all, Fidinam & Partners' Family Office embraces a more inclusive and up-to-date vision than the stereotypical image of the wealth advisor, for whom the only possible client is the ultra-wealthy family.

Fidinam & Partners' Family Office is a privilege within everyone's reach, because the priority is you and not your bank balance. It takes into account all your characteristics, needs and goals and supports you with personalised advice.

Whatever your personal goal or professional challenge, by putting your trust in our Family Office you can take the time you deserve to develop new ideas, expand your business, enter a new market or experiment with new investments with the peace of mind that you're getting expert professional advice.