Secofind SIM S.p.A.

Overview

Secofind provides wealth advisory, investment analysis, wealth planning, portfolio construction, and risk management. Its investment-related capabilities include private equity, club deals, real estate, and venture capital.¹

History

The firm traces its origins to an Italian entrepreneurial family’s effort in the early 1990s to manage wealth with professional independence. From 2000 onward, Secofind says it expanded its work to other families, professionals, and foundations.¹

Leadership

Dario Voltattorni is identified as chief executive officer of Secofind SIM. His stated areas of focus include wealth management for entrepreneurial and institutional families, family governance, and real estate.²

Marco Mazzucchelli is identified as president of Secofind SIM.³

Services

Secofind’s listed services cover wealth advisory, investment analysis, wealth planning, portfolio construction, and risk management. The firm also works across private equity, club deals, real estate, and venture capital.¹

What the firm offers

• Financial planning
• Risk and insurance
• Private and alternative investments

Client Focus

Secofind serves families, professionals, foundations, and institutional clients.¹

Approach

The firm describes its origins around professional independence in managing entrepreneurial family wealth. Its work combines wealth planning and risk management with portfolio construction and access to alternative investment areas such as private equity, real estate, venture capital, and club deals.¹

Registration and Website

CONSOB’s published list of websites communicated by Italian SIMs includes Secofind SIM S.p.A. and identifies secofind.com as its website. CONSOB explains that Italian SIMs are investment firms authorized by CONSOB and entered in its official register.⁴

FAQs

Related resources

• LocationMultifamily offices in Milan

  This Milan guide helps readers compare the local multifamily office market before speaking with a firm serving private and institutional clients. It can add regional context when assessing financial planning, insurance and risk needs, and private or alternative investment interests.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com provides a reference point for understanding firms that invest alongside or support operating companies. Business owners considering Secofind SIM can use it to compare corporate investment approaches with the broader wealth management, risk planning and alternative investment services relevant to their circumstances.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com helps readers identify family offices and investors by market, focus and client type. That information can support early comparison of firms serving wealthy families, business owners or institutional clients, including how financial planning and private investment needs may differ across providers.

• GuideMultifamily office fees

  The multifamily office fees page gives readers a framework for discussing costs, service scope and fee structures before an initial meeting. It may help a family or business owner relate pricing questions to financial planning, insurance work, and private or alternative investment management.

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  Profiles for 81 Società di Consulenza Finanziaria Family Office spa, IFA Consulting SCF Ltd and Infinity Family Office offer nearby comparison points on this site. Reviewing these firms can help readers frame questions about client type, advisory services, investment support and risk planning when considering Secofind SIM.

Sources

1. Secofind SIM on LinkedIn
2. Dario Voltattorni, Family Business Forum
3. Secofind SIM on LinkedIn
4. CONSOB, list of websites communicated by SIMs

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.