Family
governance advice.
We assist you in designing and executing a process in which each family member can have honest and ‘deep’ discussions on questions in connection with family wealth.
Harmony within your family is a prerequisite to make sound decisions. Our team can advise you on translating your family’s values and objectives into long-standing agreements on how to preserve, develop and transfer your family’s wealth, by ensuring the right level of involvement of all generations.
Personalized approach
We design custom educational programs tailored to parental guidance and the diverse knowledge levels of the Next-Gen, ensuring all sessions are highly interactive.
Circle of trust
Intensive interactions with all family members regarding wealth governance enables us to earn the trust of the Next-Gen.
Family unity across generations
Effective family governance enables Next-Gen to jointly own and manage the family wealth. Therefore, all family members maintain access to the most exclusive investment opportunities at attractive conditions.
Aligning financial goals through dialogue across generations
.
01
Family governance
We assist families to structure their family-owned entities and decision processes in line with their values and generational continuity.
02
Family promise
Advising families on establishing transparent communication on financial goals, responsibilities and wealth sharing expectations ensures that all family members are aligned, preserving family harmony across generations. Regularly revisiting and updating these guidelines fosters adaptability and continued trust as family dynamics evolve over time.
03
Financial education of the NextGen
Succesful transfer of wealth across generations requires not only financial litteracy of the next generation. It also requires a deep understanding of the origin of the family wealth, and more importantly the values, state of mind and character that created the family wealth.
“Portolani advises on my wealth management as if it were its own.”
Benefit from our
economies of scale
Working with us means joining forces with other high-net-worth families. By federating the investment power of these families, our clients can subscribe to liquid funds in our selection at favourable conditions. The federation of wealth is especially interesting for your illiquid investment portfolios (private markets). The minimum required investments in these funds can be too high to allow for a diversified illiquid investment portfolio.
We set up specific Belgian feeders that allow our clients to decide to invest in some or all of the illiquid funds proposed by the selected managers, for the amount they determine, and jointly subscribe to illiquid funds with other families. This way you can invest in multiple managers and build a diversified portfolio with several yearly allocations.
Frequently asked
questions.
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By identifying the family’s values, Portolani can tailor investment programs that include specific interests, as well as pursuing charity projects.
After 20 years in the business, we are now reaching the third generation with certain clients, which enables us to deploy investment strategies across different point of views whilst maintaining the family’s unity.
Clients have permanent access to our online platform that consolidates all their asset classes. This significant investment of ours reflects our conviction that we can only provide an optimal service if we have cutting-edge tools in place.
We have quarterly reporting discussions with our clients, and can adapt to any pace as required.
We always take the long view to invest (minimum 3-5 years), and are convinced, based on market research, that equities provide the best returns over the long term. Next-Gen education equips all family members with the understanding needed for meaningful participation in wealth management.
Diversifying across managers, strategies, geographies, PMI vintages, enable us to create value with controlled risk.
