We are a multi-family office offering entrepreneurial families rigorously independent in-house expertise and tools on the wealth issues of your choice. We permanently monitor your financial assets and offer our expertise, experience and network to successfully close corporate finance transactions. We understand that each family is unique and assist you to design and operate a wealth structure tailored to your objectives and needs.
We have the flexibility to address your unique family needs. Choosing for Portolani as your partner, means choosing to work with a team of highly-qualified professionals. We communicate openly and provide comprehensive information and tools to enable you to make well-informed decisions. You gain access to best-in-class asset managers and will be able to discuss your investment decisions with them in person.
We provide a holistic approach to wealth services and advice for entrepreneurial families and enable you to steer your wealth across generations, regardless of life’s ups and downs.
We take time to explain the reasoning behind our decision-making process and share information proactively. We organize events and (inter)national business trips for our clients to meet asset managers face-to-face and challenge them.
Every member of our team contributes to the success of the company, each providing complementary knowledge and expertise. We all share the same values and are proud of the long-term partnerships we built with our clients over the last decade.