Ceresio Investors acquires Lagom Family Advisors
Lugano, 10 October 2024
Ceresio Investors - the Swiss Group owned by the Foglia family that has been active for over 100 years in the international financial world, has concluded the acquisition of Lagom Family Advisors SA, through its parent company Banca del Ceresio SA.
Lagom Family Advisors, founded in 2017 and operating in Ticino is a multi-family office specialised in asset consolidation, financial analysis and wealth advisory services for a restricted number of families. It guarantees a highly personalised and totally independent approach.
The acquisition plays a strategic role in Ceresio Investors' journey, contributing to consolidate, thanks to the professionalism and experience of the Lagom Family Advisors team, its positioning as a financial boutique capable of supporting clients with high value advisory services. This includes the management, structuring and consolidation of articulated assets, as well as corporate advisory and investment banking for family businesses, both in Italy and Switzerland.
I am delighted to see that families, who have particularly appreciated Lagom's independence of judgement over the years, have found in Ceresio Investors the same values and an environment that is naturally organised to follow their multiple needs
We are excited and honoured to join forces with Ceresio Investors. We are confident that this partnership will not only strengthen our ability to guarantee high quality services, personalisation and attention to the families who trust us, but that it will significantly elevate our solutions, capabilities and technical and professional skills
In the transaction, Banca del Ceresio used the legal and tax advice of Fiduciaria Mega SA, with partners Stefano Grisanti and Alessandra Balerna; Lagom Family Advisors SA used the legal advice of Studio Legale Lucheschi Mascheroni.