Family Services

Investment management

CFO SIM offers its clients “Management Systems” to create and protect their assets. In order to reach these goals, we focus on tradition and innovation, two apparently contradictory characteristics that are actually essential to create value in the long term.

CFO SIM’s main services and products are:

Administration, capital protection and intergenerational transfer of assets

The CFO system is able to assist families in performing administrative tasks related to the management of assets, such as secretarial services or support with legal counsel, but is also able to provide complex services in support of strategies and medium term plans.


Tailor Made services for capital protection and the intergenerational transfer of assets

  • Trusts, Foundations, Trust Agreements
  • Private Insurance Solutions
  • Private Social Security solutions

Philanthropic consultancy

Philanthropy is becoming an important tool to reinforce family bonds, to demonstrate social responsibility, to keep alive the memory of a loved one and to create something to be proud of. CFO, in collaboration with Assifero, the foundations and charitable trusts association, and with the Committee to promote charitable giving (a non-profit association), offers a complete service, excellent privacy and image protection.
Here are some of the services offered by CFO:

  • Creation of a customized philanthropic strategy
  • Choice of the right philanthropic vehicle
  • Definition of the operational mechanisms
  • Legal, fiscal and administrative support
  • Development of philanthropic partnerships

''Ricondurre ad un'unica forma
ciò che è molteplice e disseminato''.
Fedro Platone