TACK SFC SRL

Overview

TACK SCF SRL presents itself as a Milan-based family office and an independent financial-consulting company authorized to provide investment advice.¹²

History and Registration

TACK SCF SRL reports registration in Italy’s Albo Unico dei Consulenti Finanziari section for financial-consulting companies from 28 October 2020. The firm and Chiara Palmieri have also joined the Arbitro per le Controversie Finanziarie established by Consob.²

Leadership

Chiara Palmieri is listed as an autonomous financial adviser registered with the same professional register from 28 October 2020.²

Services

The firm provides personalized portfolio investment advice and evaluates a broad, diversified range of financial instruments, issuers and product providers.³

What the firm offers

• Family governance and education

Client Focus

TACK’s personalized advisory model is designed for clients seeking portfolio guidance across a wide range of financial instruments and providers.³

Approach

When clients express sustainability preferences, TACK incorporates environmental, social and governance considerations into portfolio advice. Its stated sustainability options include exclusion, best-in-class selection, thematic investing, impact investing, ESG integration and shareholder engagement.³

FAQs

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Sources

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.