Projects

The transformation of the family office in Italy

October 2020 – today / Research team: Prof. Alfredo De Massis, Dr. Emanuela Rondi. Externat research members: Prof. Josip Kotlar, Dr. Francesca Capella, Dr. Luca Manelli (Politecnico di Milano)

Family Offices represent the heart of family capitalism, in Italy and in the world. Traditionally devoted to the management and protection of assets, the activities of the Family Offices today appear to be undergoing strong transformation, as well as the needs of entrepreneurial families motivated to preserve and create financial, socio-emotional and human capital. The project, developed by the Centre for Family Business Management and Politecnico di Milano, aims to document and interpret these transformations.

Report “La Trasformazione del Family Office”Download

Convegno “La Trasformazione del Family Office” / Programma IT Download

Online press release / 23.09.2021 IL SOLE24ORE – “Perché i Family Office sono pronti a dare una nuova scossa al private equity” di Lucilla Incorvati

Online press release / 23.09.2021 BLUERATING – “Family Office, come cambia il patrimonio degli italiani” di Redazione

Online press release / 23.09.2021 CITYWIRE – “I family office italiani ai raggi X: geografia, servizi, investimenti e struttura societaria” di Francesco Colamartino

Online press release / 23.09.2021 FOCUS RISPARMIO – “La fotografia dei family office italiani” di Chiara Santilli

Online press release / 23.09.2021 FINANZA – “Di giovane età, autonomi e finanza-centrici: ecco i Family Office italiani” di Alessandra Caparello

Online press release / 23.09.2021 FORTUNE – “I family office, quanti sono e a cosa servono”

Online press release / 23.09.2021 HEADTOPICS – “Perché i Family Office sono pronti a dare una nuova scossa al private equity”

Online press release / 23.09.2021 WALLSTREET ITALIA – “Private banking: per i family office italiani più investimenti nell’economia reale” di Alberto Battaglia

Online press release / 23.09.2021 WALLSTREET ITALIA – “Di giovane età, autonomi e finanza-centrici: ecco i Family Office italiani” di Redazione Wall Street Italia

Online press release / 23.09.2021 WE WEALTH – “Family office in trasformazione: governance, servizi e modelli” di Maria Giovanna Arena

Online press release / 23.09.2021 BORSA ITALIANA – “Family office: polimi, in crescita in italia, focus su private equity e digitale”

Online press release / 23.09.2021 FINANCE COMMUNITY – “Family Office tra tecnologia e private equity: il report del Politecnico di Milano e dell’Università di Bolzano”

Online press release / 24.09.2021 LA MIA FINANZA – “Patrimoni famigliari: come cambiano i Family Office, tra utilizzo delle tecnologie digitali e investimenti di private equity”

Online press release / 28.09.2021 WE WEALTH – “Family office: esperti a confronto sui modelli di gestione di successo” di Maria Giovanna Arena

Online press release / 30.09.2021 ECONOMY UP – “La trasformazione dei Family Office: il 64% prevede investimenti in private equity e venture capital nei prossimi 12 mesi“

Research collaboration with the Chamber of Commerce of Bozen-Bolzano

March 2020 – today / Research team: Prof. Alfredo De Massis, Dr. Paola Rovelli, Dr. Emanuela Rondi, Dr. Vittoria Magrelli, Dr. Ivan miroshnychenko

The collaboration between the Centre for Family Business Management and the Chamber of Commerce of Bozen-Bolzano aims to carry out dissemination and research activities on family business succession.

Outputs

Editorial article: De Massis, A. & Magrelli, V. (March 2021). Passaggio generazionale | Generationenwechsel

Editorial article: De Massis, A., & Rovelli, P. (April 2021). Inclusione delle donne nelle imprese familiari | Einbindung von Frauen in Familienunternehmen

Presentation: De Massis, A. (May 2021). I pericoli nascosti e le tensioni intergenerazionali nella successione delle imprese familiari | Versteckte Risiken und Spannungen zwischen Generationen in der Nachfolge bei Familienunternehmen

Innovation for Growth in Family Firms

March 2019 – today / Research team: Prof. Alfredo De Massis, Dr. Paola Rovelli

The project, developed by the Centre for Family Business Management and Bonfiglioli Consulting Srl, aims to carry out a survey on a sample of Italian family firms to monitor their innovation processes, in order to evaluate their efficacy and efficiency and identify best practices to support family firms in their innovation processes.

PASSA Project

Transgenerational succession of craft businesses in South Tyrol

February 2018 – September 2019 / Research team: Prof. Alfredo De Massis, Dr. Emanuela Rondi, Dr. Paola Rovelli

The PASSA project (Pensionati Attivi e Strumenti di Successione delle imprese Artigiane) developed by the Centre for Family Business Management, CNA-SHV and CNA Pensionati, consisted in the first survey data collection in Italy on transgenerational succession in craft businesses. The focus of this first survey was on South Tyrol.

On September 24th 2019 @ NOI Techpark, the CFBM will host the final event of the PASSA project: “La Successione delle Imprese Familiari Artigiane tra Passato, Presente e Futuro”.
For more information visit: https://progettopassa.events.unibz.it