List of the 20 largest Multi Family Offices in Italy [2024]

List of 3 large Italian multi family offices

Italy has many affluent families with billions of euros of net worth. These families have built up their fortune through activities in the industry, automotive sector, fashion and other important Italian business areas. In recent years, an increasing number of wealthy families manage their capital through multi family offices; asset management and consulting firm tailored to the needs of families of entrepreneurs. In the following, we are introducing three important Italian multi famil offices.

1. Tosetti Value S.I.M. Spa (Torino)

In 1997, Dario Tosetti founded Tosetti Value. Today, the family office belongs to the most important European multi family offices. The family office supervises the performance of financial and real assets, takes over management for the families and helps in family governance topics. The firm has more than 100 clients and over €5BN assets under management.

2. CIV – Compagnia per l’Innovazione e per i Valori S.r.l. (Milan)

CIV was launched in 2013 in Milan. The firm offers market analysis, asset allocation, corporate finance, philanthropy and further services. One big focus area of CIV is sustainability, focusing on investments in that contribute to a greener and fairer future. CIV was founded by Alessandro Nitti, a former JPMorgan and Banca Intesa banker.

3. Secofind SIM SpA (Milan)

Also Secofind is Milan-based, which is a hotspot for Italian single and multi family offices. The family office from Milan is focused on the allocation and supervision of financial assets for wealthy families. The firm was founded in 1994 as single family office for one dedicated family. Between 2000-2007, Secofind opened up for further families, thereby being one of the first Italian multi family offices. The family offices takes over risk management, strategic portfolio construction, monitoring and active management of assets.

Included information

Our database of the largest Italian multi family offices includes the following data points (given availability):

• Name
• City
• Address
• Postal Code
• Phone
• E-Mail
• Executives
• Executive LinkedIn
• Assets under Management
• Family Office Type (Asset Management / Consulting / Bank affiliated)
• Real Estate Focus
• Notable Investment Focus (e.g. Private Equity, Venture Capital, Debt, …)
• Date of Entry Creation
• Date of Last Update
• Date of Last Check

Picture source: Chris Szernak (10.04.2024)