The Multi Family Office service supports entrepreneurial families in organizing, protecting and enhancing complex wealth through independent advisory.

It assists clients in managing relationships with all their financial intermediaries, legal advisors and tax advisors, leveraging its independent and impartial role with the aim of optimizing portfolio decisions both in terms of strategy and costs.

The division, which collaborates synergistically with the firm’s other business units, relies on a team of professionals with multidisciplinary expertise focused on the strictly financial management of wealth.

«CEO»: The Banor Family Office Model

Client-first

  • Independent approach, free from conflicts of interest
  • Tailored solutions based on the client’s specific needs
  • A single dedicated point of contact for the comprehensive management of the client’s wealth

Excellence

  • Strong and distinctive expertise, supported by the Banor “ecosystem”
  • Access to exclusive investment opportunities, including international ones
  • Network of specialists and best-in-class managers

Orchestration

  • Continuous monitoring of risks and performance trends
  • Automation of processes and reporting to ensure proper execution and optimize timing
  • High standards of cybersecurity and compliance