Andrea de Nardis
Partner Tax & Legal - Family Enterprise Services | Head of Private Wealth & Family Offices
Andrea è Partner in Tax & Legal - Family Enterprise Services e Head of Private Wealth & Family Offices.
Copre anche il ruolo di NSE Family Enterprise Leader per l’Italia.
Ha maturato 30 anni di esperienza nei mercati finanziari presso banche internazionali e società di asset & wealth management italiane, ricoprendo ruoli di portfolio manager e relationship manager.
Negli ultimi anni ha seguito Family Office, HNWI e famiglie di imprenditori affiancandoli nei processi di pianificazione patrimoniale e di sviluppo ed evoluzione aziendale. Ha inoltre seguito nelle tematiche di asset management investitori istituzionali e fondazioni.
Le sue esperienze principali comprendono: Wealth Management Advisory, Wealth Planning, Family Governance, International residences, Estate Planning, Succession Planning; Independent third party trusted Family Office attraverso l’aggregazione di portafogli, analisi di costi e rischi per asset liquidi ed illiquidi; Accompagnamento nei processi di creazione e sviluppo di Family Office; Strategie di sviluppo per aziende famigliari coinvolte in attività di finanza straordinaria; ESG, Impact Investing e Filantropia.
Andrea is Partner in Tax & Legal - Family Enterprise Services and Head of Private Wealth & Family Offices.
He also holds the role of NSE Family Enterprise Leader for Italy.
He has 30 years of experience in financial markets at international banks and Italian asset & wealth management companies, holding roles as portfolio manager and relationship manager.
In recent years he has followed Family Offices, HNWIs and families of entrepreneurs, supporting them in wealth planning and business development and evolution processes. He has also supported institutional investors and foundations in asset management issues.
His main experiences include: Wealth Management Advisory, Wealth Planning, Family Governance, International residences, Estate Planning, Succession Planning; Independent third party trusted Family Office through portfolio aggregation, cost and risk analysis for liquid and illiquid assets; Support in the creation and development processes of Family Offices; Development strategies for family businesses involved in extraordinary finance activities; ESG, Impact Investing and Philanthropy.