Advice and management of family strategy
Bespoke family office and
wealth management solutions
We design, manage and oversee financial strategies tailored across a range of asset classes. With a strong track record in developing and managing investment solutions, we work with institutional clients, families and private clients, using consistent methodologies that deliver proven, sustainable results over the long term.
By combining our solid academic background, extensive experience, professional expertise and ethical values, we deliver an excellent service to our clients when managing their assets. Our approach values and respects the diversity of each client's unique preferences, histories and experiences. We are committed to addressing and integrating such additional complexities into our management approach, thus ensuring an efficient and personalised management that captures the rewards of your efforts and achievements.
We build and manage investment strategies with clear guidelines to meet long-term objectives, using innovative and cross-functional methods.
Wealth management
We execute investment mandates tailored to each client's specific objectives and preferences.
Mandates
We manage and encourage the incorporation of alternative investments to mitigate market volatility and biases, improving the expected risk-adjusted return for different investment horizons.
Alternatives programme
We design and implement efficient investment vehicles, from Structured Notes to Collective Vehicles, optimising the expected return of the investment guidelines.
Efficient vehicles
At Ventum Group, we work alongside our clients at every stage, from structuring to implementing family governance, to wealth management and addressing their specific needs. We build relationships based on trust and absolute commitment, understanding and respecting the diversity of objectives and challenges that each family face. Our comprehensive approach allows us to identify and align our clients' goals and priorities, effectively integrating them into the design of their investment portfolios and the building of their family legacy.
We recognise the importance of cross-generational flexibility, ensuring that every financial strategy and decision is aligned not only with current needs, but also with the family's future aspirations. We are committed to providing a confidential and personalised service that protects and maximises the value of the assets, while preserving the family's identity and values. Our approach ranges from asset management to succession planning, ensuring that the family legacy is preserved and strengthened over time.
We shape and establish robust, agile and flexible family governance structures ensuring continuity of the strategies and business continuity over time.
Governance and Structure
We offer expert advice and support in the administration of industrial, commercial and real estate businesses, ensuring effective management aligned with the strategic objectives of each client.
Advise on real estate management
Using an innovative approach, we manage assets and portfolios, exploring a wide range of instruments to implement investment strategies that maximise value and protect wealth.
Asset management
We consolidate and optimise information from a global perspective to produce detailed analyses that allow for informed decisions regarding overall assets.
Global perspective and aggregated overview
Family Office
Wealth Management
Family culture
We recognise family is the most important asset. So we are with our clients every step of the way, guiding them and delivering solutions.
Clients
We work with families, private clients, endowments, foundations and institutions, adapting to their specific needs.
Commitment
Our commitment is to support our clients in the process of building, defining and achieving their long-term goals.
Context
We understand the significance of wealth transfer and generational transition, and we strive to provide solutions in this area.
Contact Us
Our global investment platform delivers effective risk management, while maximising the benefits of diversification. We deliver solutions that are tailored to each client's specific needs, always prioritising their peace of mind and financial success.
Our priority is to establish long-lasting relationships, driven by shared interests and transparency and based on the best practices in Wealth Management.
Connect with our team of experts and find out how we can help you achieve your financial and business goals successfully.