CFO SIM Group is your trusted Multi Family Office, founded in 2000 by Italian entrepreneurial families.
We are the ideal partner for addressing complex financial challenges, offering tailored solutions for family wealth management.
What sets us apart is our comprehensiveness: we are the only Multi Family Office in Italy that performs all investment services provided for by current regulations, under the strict supervision of Consob and Bank of Italy.
Our mission is to provide excellence in services to investor clients, always in compliance with industry regulations.
Independence and the absence of conflicts of interest are the pillars upon which our services are built.
Today, CFO SIM Group is an established and diversified reality, comprising CFO SIM Spa - Corporate Family Office SIM Spa, CFO Credit Brokers Srl, CFO Insurance Broker Srl, and CFO Debt and Grant Srl.
Our strength lies in our team of over 60 professionals working in synergy to identify each client's specific needs and propose tailored solutions, providing consulting and services independently and transparently.
Choosing CFO SIM Group means relying on a trustworthy, competent partner who stands by your side to face the financial challenges of both present and future.
Our Mission
Our mission is to be the beacon that guides families and businesses toward a future of prosperity and financial security.
With passion, expertise, and innovation, we offer excellence in services and personalized solutions, drawing from over 25 years of experience in Italy and abroad.
We are the strategic partner that accompanies clients in creating, growing, and protecting their wealth, building long-term relationships based on trust, transparency, and shared goals and values.
By your side at every step of the journey, we will be your traveling companions ready to face challenges and celebrate your successes.
Our Vision
Our vision is to become the compass of reference in the Family Office, Investment Banking, and Private Banking sectors, guiding entrepreneurial families and investors toward financial success and the achievement of their most ambitious goals.
We aspire to be recognized as the trusted partner that transforms ideas into reality and wealth into lasting legacies, offering a comprehensive and cutting-edge platform for integrated and synergistic investment management.
We envision a future where CFO SIM Group is synonymous with excellence, innovation, and value creation, building long-term relationships based on trust, transparency, and shared values.
Our Values
Integrity, transparency, and client centricity are the pillars upon which we build lasting relationships, offering personalized, high-quality services.
Our highly qualified team is committed to providing innovative solutions, ensuring confidentiality and protection of sensitive data.
We believe in collaboration, anticipating trends, and offering sustainable solutions.
We are committed to contributing positively to society and the environment, pursuing excellence and continuous improvement.
These values guide every decision and action we take, creating a positive impact on our clients' lives and the community.
Partnerships
Tetraedro
"Ricondurre ad un'unica forma ciò che è molteplice e disseminato". Fedro Platone