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CFO Sim Overview
Type
Multi Family Office
Year Founded
2000
General Information
CFO Sim is a multi-family office headquartered in Milan, Italy. Founded in 2000, the firm serves the investment and financial needs of entrepreneurial families, providing tailored solutions across wealth management, succession planning, and corporate advisory. Drawing on deep local expertise and a broad network, CFO Sim addresses complex financial challenges for clients—supports long-term value creation and intergenerational wealth preservation.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Via dell'Annunciata, 23/4 20121 Milano
Portfolio & Notable Allocations
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