Wealth Monitoring

We offer services dedicated to reducing complexity and managing elaborate balance sheets.

Wealth Monitoring

Services to manage complex assets

Our activities include those designed to serve the interests of individuals, entrepreneurs and legal entities that need to structure and manage complex assets.

Our objective is to evaluate, protect and monitor the consolidated assets, making them sustainable in the long term.

By virtue of our history, and thanks to the experience of the Ceresio Investors Group, a family-owned Family Office, we know the value of independence and we preserve it.
Severino_Pugliesi
Severino Pugliesi - CEO, Lagom Family Advisors
We act as an independent and trusted reference for families, competently interacting with third-party partners to foster a clearer view of overall wealth as well as time and cost efficiency.
RiccardoFoa
Riccardo Foa - Head of Family Office Advisory, Ceresio SIM

How we operate