Family Office and Financial Clinic
The Value of Independence
IFA’s independence is certified and legally supervised, and therefore not self-declared; independence ensures a consulting service completely free from conflicts of interest, acting solely in the client’s interest. The advisory is driven by the investor’s needs and objectives, not by the profitable placement or sale of financial products.
The relationship with the client is supported by ongoing financial training and education, essential to bridge information asymmetries and help the client evolve from a fiduciary, passive investor to a rational investor capable of making informed decisions.
The first phase of the analysis involves mapping the existing assets ("wealth map"), while the subsequent economic and financial audit reveals their financial health, highlighting unnecessary risks, often avoidable implicit costs, and any inefficiencies.
Following a thorough profiling phase, IFA will assist the investor in financial planning, identifying a personalized benchmark based on their risk profile and investment time horizons. The most suitable solution and financial instruments for structuring the portfolio will be determined.
In defining the strategic portfolio, IFA relies on advanced analytical tools, based on the implementation of probabilistic scenarios and risk metrics (maximum drawdown, volatility, VaR, C-Var).
The investor will be supported during the implementation of the strategic plan, which will be continuously monitored and adjusted/rebalanced according to the investor’s needs.
The services are intended for families, companies, institutional or public entities such as foundations, pension funds, territorial bodies, or anyone seeking independent analysis, free from any commercial sales logic.
HOW WE WORK
ADVISORY PHASES
Asset Mapping and Initial Analysis
Profiling and Wealth Planning
Assistance and Supervision
Continuous Monitoring
