Family Office Services

We provide exclusive access to Private Market opportunities, with a focus on direct deals, co-investments, club deals, and alternative funds that are often beyond the radar of large asset managers.

Our independent origination process allows us to identify high-potential companies and projects typically inaccessible to Family offices, while our proprietary valuation framework ensures transparency and financial discipline.

We work with family offices and professional investors seeking to diversify their portfolios with illiquid assets and direct investments, aiming to maximize both returns and control.

Can you really invest in the markets like an entrepreneur, not a Trader?

Our fintech exclusively supports Family Offices and professional investors in building global equity portfolios with a long-term Buy & Hold approach inspired by Graham and Buffett.

Through proprietary algorithms and a structured analytical process, we help your Family Office construct global equity portfolios based on intrinsic business value — not speculation.

Our role is not to promote standardized financial products, but to provide methodology, discipline, and analytical tools that enable more conscious investment decisions aligned with a long-term entrepreneurial logic.

Capital Markets

Private Markets

Our Service for Single & Multi Family Offices

★★★★★

About me

I am Lorenzo Piovanello and this is an exclusive service dedicated to Family Offices and sophisticated investors.

After a significant experience in a major international bank, I developed a clear entrepreneurial vision:

to go beyond the limits of traditional Wealth Management advisory by integrating cutting-edge AI and FINTECH technologies.

Through an international network of selected partners, I offer an exclusive, innovative, independent, and multidisciplinary service:

an AI-driven service platform designed for those who want solid opportunities on the table to create sustainable value over time.

8+ Years @

25+ Years experience

🇨🇭 UBS - UHNWI Family Service

Finance & Impact Investing

Corporate Finance

Philanthropy

Family Office Advisory

★★★★★