LFG Family Office SA

Overview

LFG Family Office SA provides tailored family-office services through a multidisciplinary model. Its work includes family-office support, asset management, portfolio monitoring, risk management, and financial-performance oversight.²

The firm describes its model as selective and unconventional, with an emphasis on long-term client relationships and strategic opportunities.¹

History

LFG Family Office SA was established in 2012 as the operational arm of LFG Holding SA, serving the financial needs of entrepreneurial families. It expanded into asset management in 2017 and became independent from LFG Holding SA following a 2020 spin-off.¹

The firm reports receiving an asset-management license from the Swiss Financial Market Supervisory Authority, FINMA, in 2021. FINMA’s current list identifies LFG Family Office SA in Lugano as a licensed portfolio manager supervised by AOOS - Schweizerische Aktiengesellschaft für Aufsicht.³¹

Timeline

1. 2012LFG Family Office SA was established in 2012 as the operational arm of LFG Holding SA, serving the financial needs of entrepreneurial families.
2. 2017It expanded into asset management in 2017 and became independent from LFG Holding SA following a 2020 spin-off.
3. 2021The firm reports receiving an asset-management license from the Swiss Financial Market Supervisory Authority, FINMA, in 2021.

Leadership

Andrea Millacci, CFA, is Partner and Chairman. He has more than 27 years of wealth-management experience and focuses on ultra-high-net-worth clients.⁴

Jason Rampling, CFA, is Portfolio Manager and Managing Director, with more than 18 years of experience in wealth management, risk analysis, and family-office operations.⁴

Andrea Boella is CIO and Managing Director. He has more than 22 years of wealth-management and investment-advisory experience, including a background in fixed income.⁴

Valentina Dalla Bona is Compliance Officer, with more than 18 years in the financial sector and experience in FINMA standards, AML/KYC processes, and transaction monitoring.⁴

Services

LFG’s data-driven platform integrates banking data, applies real-time quality control, consolidates portfolios, provides look-through transparency, and offers secure online access.⁵

The firm says its LFG DeepSight technology analyzes more than 3,000 factors affecting portfolio performance and risk. It uses quantitative scenarios to support portfolio decisions.⁵

What the firm offers

• Investment management
• Risk and insurance

Client Focus

LFG Family Office SA serves a select international clientele and states that it was created to address the financial needs of entrepreneurial families. Its leadership includes experience with ultra-high-net-worth clients and family-office operations.¹⁴

Approach

LFG says its approach is built around accuracy, transparency, accessibility, depth, insights, and efficiency. The firm uses these principles to help families understand risks and opportunities across their wealth.⁵

FAQs

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Sources

1. LFG Family Office SA, Our History
2. LFG Family Office SA, Our History
3. FINMA, Licensed Portfolio Managers
4. LFG Family Office SA, About Us
5. LFG Family Office SA, Services

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.