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)