Multifamily Office
Our main mission is to help families thrive in harmony. We offer comprehensive and personalized management of family assets, ensuring their growth and sustainability over time, while always safeguarding family unity. We assist business families in making decisions and formalizing agreements necessary for the survival of the company across generations, as well as managing family participation in the business. We are a family firm specializing in serving family businesses and business families. With a holistic approach, we understand the family system and the complexity of emotional ties and interests that shape it. Our practice combines an interdisciplinary perspective, encompassing the family’s patrimonial, financial, and legal organization. Guided by a multidisciplinary approach, which integrates the expertise of our legal team, led by Manuel Mureddu, along with psychological and financial insights, we provide a unique service specialized in the institutionalization of family businesses. This includes organizational structuring, succession planning, and conflict prevention strategies.


Services
Drafting and formalization of the Family Protocol.
Organizational institutionalization within the family business.
Succession planning within the company.
Corporate governance advice, including the creation of bodies such as the Family Council and the Board of Directors.
Compliance and documentation of obligations related to the identification of controlling beneficiaries.
Family estate and succession planning.
Formation of succession trusts and corporate strategies as tools for patrimonial succession.
Assistance in preparing wills.
Professional integration of family members into the company.
Mediation for resolving conflicts among family business members.
Documentation of agreements, partnerships, and monitoring of the family business structure.
Formation of corporate groups as part of the family business and succession organizational framework.