💼 Case Study 3: Leone Family

📌 Fact Sheet:

🔹 Type of Client: Family Office.

🔹 Estimated Assets: Over €200M (Two Hundred Million Euros).

🔹 Family Structure: 3 generations involved.

🔹 Primary Residence: 🇮🇹 Milan, Italy.

🔹 Secondary Residence: 🇬🇧 Mayfair, London, United Kingdom.

🔹 Main Need: Generational transition with structured governance.

🔹 Service Used: Consulting for Family Offices – VIP Global Executive Plan + multigenerational support.

🔹 Project Duration: 14 months of continuous monitoring.

💬 Introduction:

The Leone Family has built a reputation for excellence and solidity over three generations. But with the arrival of new heirs and geopolitical changes, the need arose to further professionalize its governance and prepare the succession with vision and harmony.

🧭 Challenges Faced:

🔹 Resistance from older members to make room for the new generation.

🔹 Young heirs still lacking technical or emotional preparation.

🔹 Outdated legal structures with risk of tax erosion.

🔹 Lack of a power and leadership transition plan.

🔹 Misalignment between family vision and operational practice.

🔑 Strategic Solution Developed:

✅ Creation of a generational transition program with individualized mentoring.

✅ Redesign of governance and redefinition of family roles.

✅ Updating and migrating holdings to more efficient international structures.

✅ Implementation of ongoing monitoring with external advisors.

✅ Formation of new leadership with financial, legal and emotional foundation.

📈 Concrete Results:

✅ Smooth transition, with new recognized and prepared leadership.

✅ Significant reduction in internal conflicts and overlapping roles.

✅ Family Office redesigned with long-term vision and strategic clarity.

✅ Active participation of young people, now more aware and confident.

✅ Legacy preserved, with structure adapted to the new times.

“ It wasn't just about passing on the key. It was about passing on the vision. Today, my children lead with confidence and we are proud of that. ” — Leone Family (🇮🇹 Milan, Italy & 🇬🇧 Mayfair, London, United Kingdom) - VIP Client