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.

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

We select listed companies through rigorous fundamental analysis and proprietary models, aiming to create real value and outperform market benchmarks over time.

Our capital markets strategy stands out for independence, transparency, and financial discipline: no standardized products, only a true “partnership” approach that prioritizes business quality and sustainable growth.

Capital Markets

Private Markets

Our Service for Single & Multi Family Offices

★★★★★

Our Luxury Service supports family offices in managing and enhancing exclusive luxury assets, with dedicated expertise in yachting and private aviation.

We assist clients in every stage: from acquisition to management, financing to chartering, and strategic planning to maximize both utilization and financial return of yachts and private jets.

Through an international network of trusted partners, we transform luxury assets into alternative investments that combine prestige, lifestyle, and performance.

Luxury Asset Management

About

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

★★★★★

Fintech - Discipline - Independence