Your
trusted
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Our multi-family office handpicks wealth strategies to perpetuate the assets of prosperous families and institutions.
We provide you with the optimal tools to monitor and control your assets.
Independence
We value our independence as a crucial aspect of wealth management. This enables us to facilitate unbiased investment decisions that are solely focused on achieving the best outcomes for our clients, free from external pressures or conflicts of interest.
Competence
Our team excels in wealth management with deep expertise in financial markets and investment strategies. We stay updated on industry trends to provide top-notch advice, using advanced tools to achieve client goals effectively. We are a team with a proven track record. We aim for long-term results, not short-term gains.
Tailor-made Approach
We recognize the uniqueness of each family, creating personalized wealth strategies tailored to your objectives. We can also ensure that the next generation is brought into the equation at the right time, with the right level of support from our team or external advisors.
01
Family
Each family is unique: our team actively listens and crafts the right strategy with you, for the next generations.
02
Wealth
The portfolios we create are the result from a comprehensive strategic allocation to all asset categories, with access to best-in-class fund managers.
03
Institution
We provide the right tools and information to investment professionals at institutions: this enables them to fulfil their fiduciary duty towards all stakeholders.
04
Corporate
Our clients are entrepreneurial families and are used to acquiring or selling companies: our colleagues advise them or targeted or broad processes with their corporate finance expertise.
You can only independently judge portfolio managers, if you are not a portfolio manager yourself.
Holistic wealth management for families.
As an independent multi-family office, we provide a holistic approach to wealth services and advice for entrepreneurial families. Our loyalty extends across generations. We empower families to steer their wealth throughout their financial journey, offering proactive information, tools, and access to a network of experts and top managers.
Through events and (inter)national business trips, we facilitate face-to-face meetings with asset managers, ensuring transparency and trust. Every member of our team contributes complementary knowledge and expertise, sharing our core values and fostering long-term partnerships with our clients since 2006.
Our company
in figures.
> 4 Bn €
Assets on the platform
> 1 Bn €
Assets under advice
160 Y
Total team financial experience
13
Portolani staff
35+
Families
14
Client relationship >10 years
