Portolani NV

Overview

Portolani provides multi-family office advice across family governance, wealth management, institutional support and corporate finance. The firm describes itself as independent and serves both prosperous families and institutions.¹

History

Portolani says it has served clients since 2006.¹

Leadership

Marc is Managing Partner. Wim Antoons is a partner responsible for asset allocation, liquid manager selection and reporting. Vincent Daelemans is a partner who heads the Corporate Finance Desk and selects private-market investment managers.²

David Cornford is Chief Risk Officer, overseeing Portolani’s risk-management framework and advising management and the board on risk matters.²

Services

Portolani’s family governance work covers family-owned entity structures, decision processes, family agreements, wealth-sharing discussions and financial education for the next generation.³

Its wealth services include strategic asset allocation, selection of liquid and illiquid managers, portfolio consolidation, performance reporting, and monitoring of fees and transactions.⁴

The firm says it researches and monitors managers across liquid funds, private equity, real estate, private debt and infrastructure. It also states that it does not sell its own funds or receive manager incentives.⁴

Portolani says it combines clients’ purchasing power to negotiate lower fees and passes negotiated discounts directly to clients.⁴

What the firm offers

• Family governance and education
• Private and alternative investments

Client Focus

Portolani reports 16 staff and 42 or more client families. It says 14 client relationships have lasted more than 10 years.¹

Approach

Portolani describes its work as independent advice focused on wealth preservation, development and transfer. Its platform brings together governance, investment oversight and corporate finance capabilities for families and institutions.¹

Assets and Minimums

Portolani reports more than €4 billion in assets on its platform and more than €1 billion in assets under advice.¹

Registration

Portolani states that it is a Belgian portfolio management and investment advisory company authorized and supervised by the Financial Services and Markets Authority, or FSMA. The FSMA lists it as a Belgian investment company authorized for portfolio management and investment advice, with activities including reception and transmission of orders, financial engineering and investment research. The listing is valid from 14 July 2026.⁵

FAQs

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Sources

1. Portolani
2. Portolani About Us
3. Portolani Family Governance Advice
4. Portolani Wealth Services
5. Belgian Financial Services and Markets Authority, Portolani

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.