FAMILY OFFICE, HOW TO ATTRACT NEW PROFESSIONALS

16/7/2024    
Corporate

Andrea Caraceni, CEO of CFO SIM, explains what are the most difficult skills to find on the market today when trying to attract a professional within the Family office, but above all, when trying to keep him within the structure.

This figure, as Caraceni underlined, has evolved over time.

In the past the main skill that one had to have was linked to asset management, therefore to how to plan investments, today others of a more social security and insurance type have been added to this, and not only that.

As the importance of carrying out efficient estate planning increases, the need to interface with a professional who also has tax and legal skills has also increased.

But what are these skills in detail? How should the approach of family offices change?

We talked about it on the sidelines of the new workshop organized for the 4th edition of the Family Office Observatory, an initiative promoted by the School of Management of the "Politecnico" of Milan.