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Family Office

Banca Finnat | Family Office | Institutional Site

Banca Finnat

Banca Finnat | Family Office | Institutional Site

Banca Finnat’s Family Office has been conceived as a global advisor for the family. Its task is to co-ordinate and integrate within a single unit all the activities which concern administrative financial management and the governance of family assets. Our salient features include: independence, high quality of service, with the aim of protecting, developing and handing down the financial and cultural assets of families contributing towards guaranteeing subsequent generations a sure and suitable level of affluence.

Our objective

Our Family Office fundamentally pursues the aim of providing a qualified response to the needs of the family and in particular family businesses by means of planning and specialist advice (including financial, strategic and philanthropic advisory services) via:

  • The management of the investments (including asset allocation, risk management, investment analysis and due diligence, plus assistance on all the transactions and sales of assets)
  • The administration services (including services which in the true sense of the word are Relational among the Family members, in their guise of Beneficiaries of the assets, etc.)
  • The protection of the assets which the family has created and accumulated over time, often through entrepreneurial activities
  • The development of the family assets which the family has created and accumulated over time, often through entrepreneurial activities
  • The control of the assets, via the identification and handling of the risk components
  • The planning and co-ordination of the social and charitable aspects
  • The consolidation of the balance sheets and the returns also referring to other brokers

Our management model

The Family Office follows a formal model which envisages an Integrated Plan for getting to know the client family and analysing the related assets, structured in five stages:

  • Gathering of information on the family
  • Family Mission Statement: representation of the family’s philosophy and identification of the strategic lines of action for achieving the mission
  • Family Goals: definition of the family’s goals
  • Risk Assessment: analysis and assessment of the various components of the assets (Account Aggregation; Investment Analysis; Family Governance Strategy; Family Advisory; Estate and Art Review; Insurance Review)
  • Operating plans: definition of the strategic lines of action in all the areas of interest (Financial, Entrepreneurial, Real Estate, Art, Insurance, Philanthropic)
Family Office - Documentation

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Banca Finnat Euramerica S.p.A.
Registered office in Piazza del Gesù n.49, (IT-00198) Rome, Italy
Share capital € 72,576,000.00 fully paid-in, represented by 362,880,000 ordinary shares
Enrolled in the Banking Register under No. 5557
Holding Company of the Banca Finnat Euramerica Italian banking group,
enrolled in the Banca d’Italia’s Register of banking groups
Enrolled in the Rome Companies’ Register Tax Code No. 00168220069 - VAT No. 0085601004
R.E.A. n.444286 – ABI 3087.4 – Codice LEI: 815600835712F7BA2869
Member of the National Interbank Deposit Guarantee Fund
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