Travella and Partners Ltd

Overview

Travella and Partners describes itself as an independent multi-family office serving influential families, treasuries and foundations. Its counsel is customized for clients seeking to preserve wealth across generations, with a team of 16 professionals and more than 20 years of combined international wealth-management experience.¹

Leadership

The firm identifies Stefano Delmenico and Roberto Travella as founding partners. Paola Calegari serves as Executive Director, Massimo Ranalli as Director and Annalisa Stirpe as Associate Director.²

The team also includes Senior Analysts Leonardo Negri, Massimo Ronchetti and Alfredo Violo, together with Senior Advisor Nicola Battalora.²

Services

Travella and Partners provides consolidated analysis and reporting for financial and non-financial assets. Its dedicated software monitors costs, performance and portfolio data, helping clients maintain a coordinated view of their holdings.¹

Its wealth-protection work includes monitoring investment strategies implemented by financial intermediaries, checking agreed costs and reviewing transactions through quality controls.¹

The firm connects clients with international professionals and opportunities involving private equity, hybrid structures, real estate equity and commodities.¹

Its wealth-planning service addresses succession planning, intergenerational transitions and the structuring of family and institutional wealth for continuity.¹

What the firm offers

• Estate planning
• Philanthropy
• Private and alternative investments
• Cross-border planning

Client Focus

The firm works with influential families, treasuries and foundations seeking integrated oversight of wealth, investments and long-term transitions.¹

Approach

Travella and Partners says its approach is individual, exclusive, integrated and comprehensive. The firm organizes its work around independence, partnership, excellence and forward-looking adaptability, and reports that its advice is impartial and tailored to client needs.³

Its proprietary Consolidator+ software aggregates bankable and non-bankable assets, supports performance and risk analysis, and produces reports in 5 languages.²

FAQs

Related resources

• LocationMultifamily offices in Lugano

  This guide to multifamily offices in Lugano gives a regional reference point for families comparing Swiss providers. It can help readers consider how estate planning, philanthropy and cross-border arrangements may fit within a Switzerland-based advisory relationship, especially when family members, assets or foundations span several jurisdictions.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com explains international trusts and cross-border asset planning in practical terms. A reader assessing Travella and Partners can use it to frame questions about estate structures, jurisdiction choices, trustee roles and the treatment of philanthropic or investment assets held across borders.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com lists family offices and investors, giving business owners a way to research the wider market before choosing an adviser. The databases may help identify comparable client profiles, geographic coverage and investment interests relevant to private capital, foundations or multigenerational wealth.

• GuideHow multifamily offices invest

  This overview of how multifamily offices invest outlines common approaches to private markets, public securities, alternatives and portfolio governance. It gives prospective clients a basis for discussing investment preferences, liquidity needs and risk controls alongside estate planning and cross-border considerations.

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  Profiles of Altrana Advisory AG, Amendris AG and Elyseum Family Office SA offer nearby points of comparison on this site. Reviewing their stated services and locations can help a family or business owner prepare questions about Swiss advice, philanthropy, private investments and international planning.

Sources

1. https://www.travellapartners.com/
2. https://www.travellapartners.com/About.html

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.