S&O Multi Family Office

Overview

S&O Multi Family Office is operated by Strategie e Opportunità S.n.c. The firm describes itself as independent of service providers and says it works on the client’s side, tailoring solutions to each client’s circumstances.¹

History

The firm traces its roots to a single-family office established in 1988. S&O was formed as an autonomous structure in 2008.¹

Timeline

1. 1988The firm traces its roots to a single-family office established in 1988.
2. 2008S&O was formed as an autonomous structure in 2008.

Leadership

Emanuela Musci is identified by S&O as its founder. She continues to introduce and moderate the firm’s family-office events.²

Services

S&O provides global accounting and reporting through proprietary software that consolidates investments and other assets into a unified view of performance, risk, costs, liquidity and cash flows. Its reporting service is designed to improve oversight of a family’s overall wealth and make performance and future prospects easier to assess.³⁴

Strategic consulting covers long-term planning and coordination of clients’ private, professional and business assets. The firm also develops customized solutions, including the selection and oversight of asset managers and other service providers.³

Its real-estate support includes valuation assistance, finding tenants or buyers, contract administration, rental and expense accounting, relations with public administrations and renovation coordination.³

Additional services include tax and succession planning, coordination with external professionals, pension and insurance advice, and administration of special assets such as classic-car collections, boats and artworks.³

What the firm offers

• Tax planning
• Estate planning
• Administration and bill pay
• Risk and insurance

Client Focus

S&O says it works with high-net-worth individuals, families managing complex or multigenerational wealth, professional advisers, and public or private entities and foundations.⁵

Approach

The firm presents its work as independent coordination on behalf of the client, with solutions adapted to each client’s circumstances. Service scope and fees are negotiated according to the client’s needs, the size of the reported assets and the services requested.¹⁴

FAQs

Related resources

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  This overview explains the main services a multi-family office may coordinate for owners of significant wealth. It helps readers assess whether their needs, such as tax planning, estate work, bill payment, asset oversight or insurance planning, fit the type of support described for S&O Multi Family Office.

• Network siteFamilyOfficeDatabases.com

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• DataMFOs by decade founded

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• Similar firmsInfinity Family Office
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  Profiles for Infinity Family Office, 81 Società di Consulenza Finanziaria Family Office spa and Studio Associato Canal & Serraglia offer nearby comparison points on this site. Reviewing these firms can help a wealthy family or business owner compare approaches, locations and stated services with the needs addressed by S&O Multi Family Office.

Sources

1. S&O Multi Family Office, “Chi siamo”
2. S&O Multi Family Office, “Itinerari di investimento per i Family Office”
3. S&O Multi Family Office, “Servizi”
4. S&O Multi Family Office, “FAQ”
5. S&O Multi Family Office, “A chi si rivolge”

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.