LP Directory

81 limited partners found

81 results
Firm Name Type Location AUM Contact
KPMG Italy
Family Office - Multi Milan, Italy $44.5B
About

KPMG Italy focuses on cross - border succession planning and italian taxation, trust, wealth and estate planning helping families and private clients to reach their goals.

Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Wealth & Estate Planning, Trust Management, Retirement Planning, Multi-Asset Investi...
Investment TypesLong-Term Investments, Co-Investing, Philanthropy, Joint Venture/Partner, Mergers & Acquisitions/Buyouts
Contacts
d.garcia@investco.com +41 44 196 9525
James H. Nakamura
Director of Allocations
b.clark@investco.com
Thomas W. Erikson
Investment Director
c.lee@wealthadvisors.com
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Banor Sim
Family Office - Multi Milan, Italy $12.0B
About

Banor Sim is a multi-family office based in Milan, Italy. Established in 1989, it provides investment services to institutional, private, and large entrepreneurial families. The assets of the firm are managed by the executive management team.

Founded1989
Websitewww.example-site.com
Investment TypesEarly Stage Venture
Contacts
a.taylor@fundmgmt.co +1 312 851 8906
Michael R. Thompson
Managing Director
r.brown@globalwealth.co
Katherine J. Walsh
Head of Investments
p.anderson@capitalgroup.net
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Ceresio Investors
Family Office - Multi Milan, Italy $9.0B
About

Ceresio Investors is a multi-family office based in Lugano, Switzerland. Established in 1958 as a bank, historically specialized in active asset management, based on the principle of co-investment together with the shareholder family. The firm provides wealth management, asset management, and corporate advisory services. The assets of the firm are governed by the board of directors

Founded1958
Websitewww.example-site.com
SectorsTravel Accommodations & Tourism, Wealth & Estate Planning, Trust Management, Retirement Planning, Legal & Tax Service...
Investment TypesVenture Capital, Private Equity, Joint Venture/Partner, Investment Funds
Contacts
b.clark@firmcapital.com +44 20 330 2523
Michael R. Thompson
Managing Director
h.robinson@capitalgroup.net
Katherine J. Walsh
Head of Investments
h.robinson@partnersllc.com
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Kairos Partners
Family Office - Multi Milan, Italy $6.5B
About

Kairos was born in 1999 as an entrepreneurial initiative in the asset management sector thanks to the intuition of some partners united by the vision of creating an excellence independent of the logic of large industry. ???Wealth Management for Kairos means creating and growing trusting relationships over time. Kairos has always been at the side of its customers with value propositions for asset management, with the belief that wealth must be protected, cultivated and handed down to future generations.

Websitewww.example-site.com
SectorsBusiness & Administrative Services, Fund of Funds, Investment Management, Legal & Tax Services, Trust Management, Wea...
Investment TypesCo-investing, Joint Venture/Partner
Contacts
l.martinez@groupholdings.com +1 713 803 4170
Katherine J. Walsh
Head of Investments
r.brown@capitalgroup.net
Michael R. Thompson
Managing Director
p.anderson@firmcapital.com
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Tosetti Value
Family Office - Multi Turin, Italy $5.0B
About

Tosetti Value is a multi-family office based in Turin, Italy. One of the first multi-family offices in Europe founded by Dario Tosetti in 1997 with the aim of being a benchmark for high quality family office services.

Founded1997
Websitewww.example-site.com
SectorsConcierge Services, Debt Management, Equity/Mutual Funds, ETFs, Investment Management, Legal & Tax Services, Retireme...
Investment TypesInvestment Funds, Joint Venture/Partner, Private Equity, Venture Capital
Contacts
t.thomas@investpartners.com +1 646 936 4947
Michael R. Thompson
Managing Director
r.brown@globalwealth.co
Katherine J. Walsh
Head of Investments
n.harris@capitalgroup.net
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