International Family Management
International Family Management
We guarantee for all our clients excellence, competence and dedication
What is a Multi-Family Office?
Developed in Anglo-Saxon countries, the Multi-Family Office is – by its nature – an independent organisational structure, created to offer multiple services to families and individuals with complex and substantial wealth. Its role is to coordinate and integrate all the activities related to the management of global family assets within a single organisational centre, guaranteeing their safety, growth and transmission down the generations. The Multi-Family Office works in the exclusive interest of the Client and is paid by them. Its task is to coordinate and integrate all activities related to the management of global family assets into a single organizational center, ensuring their security, growth and generational transition. The Multi-Family Office works in the sole interest of the Client and is paid by the Client.
Why should I rely on MVC & Partners to supervise my estate?
To be able to rely on unbiased judgments, unencumbered by conflicts of interest and made in your sole interest.
Won’t turning to MVC & Partners add to the cost burden on my assets?
Normally, no. Our ability to negotiate the best financial terms related to legal structures, custody fees, asset management, and transactions means that the savings from these negotiations often far exceed the costs of our service.
What is the quality of service provided by MVC & Partners based on?
On a team of experienced professionals with multidisciplinary skills who focus on a limited number of clients and who can rely on a network of prestigious external specialists in finance, law and tax.
What characterizes MVC & Partners in terms of investment methodology?
Objectivity of judgment and rigor with respect to the risk management agreed upon with the client: we do not get sidetracked by fads and extraordinary performance opportunities if we fear that this is inconsistent with the risk profile.
How can you really guarantee an overview of my heritage?
Through the use of INSA software, we are able to consolidate all asset situations recorded on any custodian bank.
We introduce ourselves
A company offering Multi-Family Office services.
To individuals or families with high expectations
Our Mission.
We are a company that provides Multi-Family Office services to individuals and families with complex expectations and high asset importance. The ‘priority goal is to protect the interests of Clients through customized and independent financial solutions. We want to be the link in all activities related to the sound management of family assets, ensuring their safety, growth and generational transition. The limited number of Clients we follow allows us to maintain a high focus on the needs of the individual Client and the quality of services provided.
Entrepreneurial formula
We are an independent company founded in 2008 by a group of professionals with multidisciplinary skills and long experience in the world of international financial consulting. Our company is controlled by the founding partners who are also its directors. We are free and independent of any external conditioning except that of systematically seeking solutions with high added value and on the best possible terms for Clients.
Our team
We consider team spirit to be of paramount importance. The multidisciplinary expertise that characterizes our staff is made fully available to our Clients. This is the only way we can make the necessary contribution to the achievement of our goals.
Our customers
We provide comprehensive advice in the absence of conflicts of interest
Characteristics and needs
We aim to become a one-stop shop for Clients who require Family Office services and for those who need comprehensive advice without conflicts of interest. Among our potential Clients we identify:
Goals
We base our working method on the unquestionable sovereignty of the Client. Of primary importance is the understanding of needs and the joint setting of goals. In this regard, we aim to build over time a bond of deep and mutual trust that will allow us to share all key-aspects related to asset management, so that the choices and solutions implemented are the most suitable and always oriented to future changes.
This enables the development of customized solutions designed to achieve concrete results without ever losing sight of the fundamental components of counseling:
Our customized offers
Family/Professional/Patrimonial
Customized and independent financial solutions
Comprehensive and detailed analysis of the Client’s situation enables us to find the most appropriate answers to his or her specific needs to achieve his or her goals. The analysis is conducted by considering the three most important areas of the person.
Family environment
Thanks to constant collaboration with the best specialists operating in the local, national and international markets, we guarantee our Clients the excellence, competence and timeliness of proposals in:
- Asset protection issues and structures (foundations and trusts)
- Themes and structures of asset aggregation and optimization (holding companies, policies, private funds)
- Estate and tax planning
- Family regulation (family governance)
- Legal facilities and dedicated vehicles
Professional Scope
We target, in particular, professionals and entrepreneurs with the aim of advising them on issues of asset risk distribution. Too often, in fact, corporate substance and personal wealth are excessively linked and tied together. This focus requires careful risk analysis, which inevitably involves finding efficient and flexible solutions.
Contact
For any information, request or meeting at our offices, please contact us by filling out the form below.
MVC & Partners SA – Chiasso
MVC & Partners SA – Locarno