Fundraising FoxCorporate Family Office SIM (CFO SIM)
Family officeMilano · 2 people tracked
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Investment thesis
The CFO Group positions itself as an independent multi-family office serving entrepreneurial families with a holistic, long-term approach. Its services span multi-family office activities (account aggregation, wealth planning, illiquid investments, philanthropy), investment banking (capital markets, equity research, corporate finance, debt capital markets and advisory), and private banking (wealth management, life planning, private insurance, alternative and private markets). The firm emphasizes independence, integrity and transparency, combining diversified expertise, method and insight to help clients optimize resource management and generational wealth transfer, while also supporting non-financial needs such as Investor Visa applications, tax and legal optimization, and access to club deals.
Source: firm website, verified Sep 27, 2026.
Team · 2 people
from the firm's website
Frequently asked questions
- What sectors does Corporate Family Office SIM (CFO SIM) focus on?
- Corporate Family Office SIM (CFO SIM) focuses on Sector Agnostic.
- Where is Corporate Family Office SIM (CFO SIM) located?
- Corporate Family Office SIM (CFO SIM) is headquartered in Milano, IT.
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