MVC & Partners SA

Overview

MVC & Partners SA presents itself as an independent multi-family office for people and families with complex needs and substantial assets. The firm’s work coordinates global family-wealth activities, including wealth protection, growth, and intergenerational transfer.¹

History

MVC & Partners says it was founded in 2008 by professionals with multidisciplinary expertise and extensive experience in international financial consulting.¹

Leadership

Mauro Bianchi is managing director and senior partner. Massimo Valsangiacomo is vice president and senior partner. Fabio Maglio is managing director, partner, and chief investment officer. Claudio Carcaterra is president, while Davide Capoferri and Alessandro Cassina are managing directors and partners.¹

Services

The firm provides asset-protection structures, including foundations and trusts, as well as holding and private-fund structures. Its family-office services also cover succession and tax planning, family governance, and dedicated legal vehicles.¹

MVC & Partners advises entrepreneurs and professionals on distributing wealth risk, including circumstances in which business and personal assets are closely connected. It also works with advisers and single-family offices seeking to add family-office capabilities to existing client relationships.¹

What the firm offers

• Tax planning
• Philanthropy
• Family governance and education

Client Focus

Stated client groups include complex family groups, individuals seeking independent financial advice, entrepreneurs and professionals, advisers and single-family offices, and public or private foundations and institutions.¹

The firm reports serving clients across 22 nationalities, working with 48 custodian-bank counterparties, and collaborating across 9 jurisdictions.¹

Approach

MVC & Partners states that its priority is protecting clients’ interests through personalized, independent financial solutions. Its client-led method begins by understanding needs and agreeing objectives, then develops solutions intended to increase wealth value, monitor and manage risk, and reduce total costs.¹

Registration

FINMA’s current list identifies MVC & Partners SA in Chiasso as a licensed portfolio manager supervised by AOOS, Schweizerische Aktiengesellschaft für Aufsicht.²

FAQs

Related resources

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Sources

1. MVC & Partners SA
2. FINMA, licensed portfolio managers list

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.