Banking for Family Business

1. Front Matter

   Pages I-XIX

   PDF

2. Family Business as Viewed by Financial Intermediaries

   • Guido Corbetta, Gaia Marchisio

   Pages 1-19

3. Private Banking and Family Business: Positioning and Development

   • Paola Musile Tanzi

   Pages 21-47

4. The Map of Family Business Financial Needs

   • Stefano Caselli

   Pages 49-88

5. Synergies Between Corporate and Private Banking

   • Stefano Caselli

   Pages 89-113

6. Corporate Finance and Financial Advisory for Family Business

   • Stefano Gatti

   Pages 115-135

7. Family Office: Which Role in Europe?

   • Daniela Ventrone

   Pages 137-162

8. The State of the Art of the Multi-Family Office

   • Edmondo Tudini

   Pages 163-190

9. The Art of Family Office: The Case of a Multinational Bank Branch

   • Corrado Griffa

   Pages 191-200

10. The Art of Family Office: The Case of a Specialized Intermediary

    • Andrea Caraceni

    Pages 201-211

11. Back Matter

    Pages 213-220

    PDF

1 2 Laurent Huck and Sergio Trezzi During the last 5 years the asset management industry has been constantly invested by events which have required top management of major com- nies to rethink their business model, while preserving their company’s mission. From the Internet bubble easy growth model to a strong cost control - vironment in 2000-2003, many financial institutions have undertaken structural changes in order to reap the opportunities offered by the “new” market. Hints of globalization have actually been around for several decades, even though they made only a modest impact; however, the availability of global capital and advances in communication technology have emp- sized the process of internationalization and the tools available to connect and integrate business activities to answer to more complex needs of c- ents. Moreover, the financial scandals and the review of mutual fund trade activity in the US by the Attorney General Elliot Spitzer have highlighted the importance to focus all efforts on renewing the confidence of prof- sional investors and their clients who have entrusted their capital to asset managers. Therefore, there is a growing need in the market to reinforce the concept of “Shared Positive Values” among the entire industry and among its stakeholders.

• Bank
• Entrepreneurs
• Entrepreneurship
• Finance
• Financing
• Financing Policy
• Investment
• Investment Banking
• Non-business Taxes
• Private Banking
• Private Financial Institutions
• banking
• business
• corporate finance
• management

• IEMIF, Bocconi University, Milan, Italy

  Stefano Caselli, Stefano Gatti

Policies and ethics