AUTHORIZED AND REGULATED BY FINMA

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.

Claudio Carcaterra
Claudio Carcaterra
PRESIDENT
Mauro Bianchi
Mauro Bianchi
VICE PRESIDENT AND SENIOR PARTNER
Massimo Valsangiacomo
Massimo Valsangiacomo
MANAGING DIRECTOR AND SENIOR PARTNER

Roberta Soldati
Roberta Soldati
COUNSELOR
Daniele Conti
Daniele Conti
ADVISER
Davide Capoferri
Davide Capoferri
GENERAL MANAGER AND PARTNER

 Alessandro Cassina
Alessandro Cassina
GENERAL MANAGER AND PARTNER
 Fabio Maglio
Fabio Maglio
GENERAL MANAGER, PARTNER AND CIO
 Marco Galliani
Marco Galliani
DIRECTOR AND SENIOR CONSULTANT
Silvio Galliani
Silvio Galliani
DIRECTOR AND SENIOR CONSULTANT
 Massimo Ramelli
Massimo Ramelli
DIRECTOR AND SENIOR CONSULTANT
 Mimmo Scuncio
Mimmo Scuncio
DIRECTOR AND SENIOR CONSULTANT
 Davide Banchini
Davide Banchini
SENIOR CONSULTANT
Alessandro Riva
Alessandro Riva
JUNIOR CONSULTANT
 Alexander Carcaterra
Alexander Carcaterra
JUNIOR CONSULTANT
 Alessandro Gualdi
Alessandro Gualdi
RISK & PORTFOLIO MANAGER
 James Bianchi
James Bianchi
PORTFOLIO MANAGER
 Maytham Al-Qaysi
Maytham Al-Qaysi
JUNIOR PORTFOLIO MANAGER
Debora Fontana Monetti
Debora Fontana Monetti
HUMAN RESOURCES MANAGER AND MANAGEMENT ASSISTANT
Simona Capoferri
Simona Capoferri
ASSISTANT DIRECTOR
Althea Foffa
Althea Foffa
ASSISTANT DIRECTOR
 Morena Leoni Roncoroni
Morena Leoni Roncoroni
ASSISTANT DIRECTOR
Giorgia Schwendener Cagol
Giorgia Schwendener Cagol
ASSISTANT DIRECTOR
Alessandra Codoni
Alessandra Codoni
COMPLIANCE
Daniel Manzo
Daniel Manzo
INSA OPERATOR
Cinzia Mercuri De Tommaso
Cinzia Mercuri De Tommaso
INSA OPERATOR

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.

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MVC & Partners SA – Chiasso

  • 49 Corso San Gottardo – P.O. Box 1744
    CH-6830 Chiasso

  • +41 (0) 91 985 98 00
  • +41 (0) 91 985 98 01

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MVC & Partners SA – Locarno

  • Via A. Ciseri 13
    CH-6600 Locarno
  • +41 (0) 91 985 98 90

  • +41 (0) 91 985 98 91