Typical client
Families post-liquidity event
Families that have completed a major sale or liquidity event (€20M+) and need to structure wealth management through a dedicated vehicle.
Family Office Setup
Establishment and governance of single family offices.
Support in building dedicated single family offices: definition of the Investment Policy Statement, internal governance, selection of staff and external advisors, cost sizing, and operating model.
Who it's for
Who this practice serves.
Typical client
Families with established wealth
Families with complex multi-generational wealth seeking to consolidate oversight of financial, real estate, and equity assets within a single entity.
Typical client
Families with an SFO to evolve
Families with an existing SFO that requires redesign on governance, costs, staff sizing, or transition from embedded to stand-alone.
What we do
Family Office Setup.
- Design of the family office's organizational structure (CEO, CFO, CIO, external advisors).
- Definition of the Investment Policy Statement with strategic asset allocation.
- Selection and onboarding of external advisors (legal, tax, investment).
- Sizing of annual costs and benchmarking against Italian and European peer family offices.
The method
How we work.
01
Vision and scope
Definition of the SFO's functional scope (investment, accounting, legal, concierge), the model (single vs multi family office), and the Investment Policy Statement.
02
Organizational design
Design of the org chart — CEO, CFO, CIO, external advisors — selection of key roles and design of the compensation and accountability model.
03
Tech stack and operations
Selection of consolidation platforms (FundCount, Addepar, eFront), banking system, accounting, reporting. Definition of operating processes and internal controls.
04
Setup and go-live
Legal incorporation of the entity, hiring of key staff, opening of banking relationships, activation of platforms, and onboarding of external advisors.
Output
What we deliver.
Every mandate concludes with concrete, formal, and archivable deliverables.
- Family Office charter document
- Investment Policy Statement
- Org chart and job descriptions
- Tech stack assessment and vendor selection
The team
Lead partner.
Ugo Zampieri
Partner
Senior expert with over 25 years in M&A and debt restructuring across IT, business services, and healthcare, with Italian and cross-border experience. Originator of mandates for several IPOs on the EGM segment (formerly AIM Italia of Borsa Italiana).
Gian Piero Sala
President
Chartered accountant since 1993, court-appointed expert (CTU) at the Tribunal of Milano (Milan). Cross-border M&A negotiations.
Riccardo Puddu Cortesi
Managing Partner
Business development and SME internationalization. Cross-border coordination with Montesino Associates LLC.