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Patrimony development

 

– Definition of the long term investment policies and strategies to be applied to the family patrimony

– Real estate patrimony management and development, research and management of tenants, management of refurbishments, restorations, maintenance.

– Direct management of the relationship with the supplying banks, insurance companies, with an appropriate legal proxy to act on behalf of the family members.

– Taking part at ordinary and extraordinary partner’s meetings in case the family holds relevant participations in bodies or companies.

– Selecting managing institutions, investment companies, cost and management style analysis.

– Researching alternative investments

– Consultancy services with regards to managing the family businesses and with regards to potential mergers, transfers and acquisitions.

– Management of relationships with potential trust companies

– Networking: creation of opportunities and international relationships which may be useful to the family members or to the family business