The combination of subsidiaries and strategic holdings enable our multi-family office to service complex assets spread across multiple jurisdictions
Lugano (CH), holding
The parent company holds and manages the interests in the multi-family office Group companies operating across the different jurisdictions.
Lugano (CH), controlled
Founded in 2021 in Lugano, it is authorized by FINMA to carry out portfolio management, financial advisory, and trustee activities. It specializes in strategic consulting for complex family fortunes.
Guided by an “Integrated Wealth Management” approach, it provides Strategic Asset Allocation advisory solutions based on a cutting-edge wealth-tech infrastructure that enables real-time asset consolidation.
Lugano (CH), controlled
The firm provides tax and legal assistance to families with assets across multiple jurisdictions with an international approach. In this context, the company has also developed particular expertise in structuring private equity vehicles and reorganizing complex corporate groups based on strong legal and tax due diligence processes.
Milan (IT), controlled
Since 1990, it has been active in professional consulting for large business families and in the preservation of large estates. It operates as a Trustee Company also providing services in administration, accounting, taxation and real estate.
Luxembourg (LU), controlled
GISEV Admin Lux SA, a Luxembourg-based Group company supervised by CSSF and established as a Domiciliary Agent was created to assist client families in the creation, administration and domiciliation of their corporate vehicles in Luxembourg. Since October 2020, the Company has been licensed as an Administrative Agent and therefore also offers NAV calculation services for AIF.
Lugano (CH), company partially owned
Founded in 1976 in Lugano, it is an Asset Manager, supervised by FINMA, specializing in fund management for private and institutional clients and also operates as an individual portfolio manager and investment advisor.
Milan (IT), associated company
Founded in 1992 in Milan, it is an Asset Manager, supervised by CONSOB and Bank of Italy, authorized to provide Portfolio Management, Advisory and Order Collection and Transmission services.
Milan (IT), associated company
Founded in 2007 Namira is a supervised Asset Management Company specializing in closed and reserved Alternative Investment Funds (AIFs) that invest in Real Estate and Loans.