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A Family Office for All: Personalizing Financial Assistance in a Globalized World

At a time when financial complexities have reached unprecedented levels, the demand for personalized financial assistance has skyrocketed. Whether it is mortgage counseling, insurance or risk management, many individuals and businesses are turning to family offices. This trend is increasingly shaping the world of financial and insurance advice and, as globalization advances, is attracting both...

Safeguarding Italy’s cultural heritage: The role of family offices in facilitating foreign investment in historic properties

Italy is world famous for its immense cultural heritage and historic monuments. From the Colosseum in Rome to the canals of Venice, Italy offers an unparalleled array of historic sites that attract millions of tourists each year. In recent years, there has been a growing interest among foreign investors to purchase historic and valuable properties...

The role of family offices in preserving cultural and family heritage

In today’s rapidly changing world, the preservation and transmission of cultural and family heritage have become increasingly important. Although financial management is often the focus of family offices, they also play a significant role in ensuring the continuity of cultural and family values across generations. Family offices offer a unique blend of financial expertise and...

Family Office: Managing the transfer of wealth between Boomers and Millennials

Introduction We are currently witnessing an unprecedented transfer of wealth between two generations: the Baby Boomers and the Millennials. As the Baby Boomer generation, born between 1946 and 1964, approaches retirement and prepares to pass on their legacy, a significant portion of their wealth is being transferred to Millennials, born between 1981 and 1996. This...

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