CIV

What CIV does

CIV – Compagnia per l'Innovazione e per i Valori S.r.l. (operating as CIV Milano / CIV Multi Family Office) is a privately held, fully independent Multi Family Office established in Milan in 2013 by Alessandro Nitti, a former JPMorgan and Banca Intesa investment banker. The firm delivers a unified advisory platform spanning Market Analysis & Research, Asset Allocation & Risk Management, Corporate Finance / M&A and Corporate Restructuring, Corporate Governance, Social & Environmental Impact advisory, and Control / Supervision & Financial Consolidation, with an explicit four-stage methodology (SEEK, THINK, SHAPE, RECREATE). It serves a self-described "restricted number" of HNW and UHNW families, family enterprises, and institutional clients across European and pan-European jurisdictions.

The commercial model is professional-services based, with direct advisory relationships delivered by a senior team that includes Founder Alessandro Nitti, Board Member and CIO Francesco Tam (since 2018), and General Manager Enrico Parretta. Distribution is direct and referral-driven, leveraging access to private banks, family offices, private investment managers, and global wealth-market thought leaders; brand building is reinforced through cultural and social sponsorships (Venice Biennale 2023 with Lorenzo Puglisi; Federico Clapis monograph with BIANCHIZARDIN in 2021; WeTomorrow education partnership from 2022) and a content-driven "CIVis" website programme on sustainability, art patronage, and social impact. No proprietary technology platform, API, app, or AI/ML capability is disclosed; operations are organised through two Milan offices (Via Borgonuovo 5 and Piazzetta Guastalla 15) and a group of wholly controlled companies active in European jurisdictions.

Name

CIV

Legal name

CIV – Compagnia per l'Innovazione e per i Valori S.r.l.

Website

https://civmilano.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

CIV Milano is a privately held, independent Multi Family Office in Milan providing wealth management, M&A, corporate governance, and social/environmental impact advisory to a restricted number of HNW and UHNW families and enterprises across European jurisdictions.

Ownership category

akta.pro rank

Headquarters

HQ city

Milano

HQ country

Italy

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Wealth Management Services: CIV provides wealth management, preservation, and planning services to a restricted number of families and enterprises. Services include market analysis, asset allocation and risk management, corporate finance, M&A and corporate restructuring, corporate governance, social and environmental impact advisory, and financial consolidation supervision.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

CIV – Compagnia per l'Innovazione e per i Valori is a Multi Family Office serving a restricted number of families and enterprises from Milan. Its core offering spans wealth management, preservation and planning; market analysis and research; strategic asset allocation and risk management; corporate finance, M&A and corporate restructuring; corporate governance; social and environmental impact advisory; and control, supervision and financial consolidation across a group of wholly controlled European entities.

Product overview

CIV – Compagnia per l'Innovazione e per i Valori is a Multi Family Office established in Milan in 2013, providing a unified platform of wealth management and corporate advisory services. The company offers a portfolio of integrated services including Market Analysis & Research, Asset Allocation & Risk Management, Corporate Finance/M&A & Corporate Restructuring, Corporate Governance, Social & Environmental Impact services, and Control/Supervision & Financial Consolidation. The platform is designed to serve a restricted number of families and enterprises with fully private and independent wealth management, preservation, and planning services across European jurisdictions.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management, Preservation & Planning Private wealth management service for high net worth individuals and families, focused on long-term wealth preservation, planning, and stewardship across European jurisdictions.
• Market Analysis & Research Dedicated market research and analysis service delivering investment insights to support client decision-making and CIV's SEEK–THINK–SHAPE–RECREATE advisory methodology.
• Asset Allocation & Risk Management Strategic asset allocation and risk management service designed to preserve and grow wealth for CIV's restricted client base of families and enterprises.
• Corporate Finance, M&A & Corporate Restructuring Independent advisory service for mergers, acquisitions, and corporate restructuring transactions delivered to family enterprises and institutional clients.
• Corporate Governance Governance advisory and oversight service for enterprises and family-owned businesses, supporting board effectiveness and succession readiness.
• Social & Environmental Impact Advisory Advisory service focused on sustainability, social innovation, and environmental impact measurement, integrated with CIV's multidimensional capital framework for the Common Good.
• Control, Supervision & Financial Consolidation Supervision, control, and financial consolidation service for group structures of CIV's clients operating across European and pan-European jurisdictions.
• Multi Family Office Platform Comprehensive Multi Family Office platform bundling wealth management, investment advisory, corporate finance, governance, and impact advisory for institutions, enterprises, and families; established in Milan in 2013.

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor.

• Lorenzo PuglisiminorOthers · 21 April 2023CIV supported Lorenzo Puglisi, a renowned Italian artist, to facilitate the development of his talent and promote art awareness. This collaboration enabled Puglisi to participate in the 59th International Art Exhibition of La Biennale di Venezia through the exhibition 'Viaggio al termine della notte' (Journey at the End of the Night). CIV also produced and realized an important monograph on Lorenzo Puglisi's journey, published by Skira.
• WeTomorrowminorOthers · 29 July 2022CIV is a proud supporter of WeTomorrow, an initiative providing modern education infrastructure and selected materials as well as edutainment programs and ongoing remote English lessons with the help of international volunteers and regional partners for children in need. CIV helps both financially and by giving employees the chance to experience different cultures around the world.
• Federico Clapis / BIANCHIZARDIN CONTEMPORARY ARTminorOthers · 5 October 2021CIV collaborated with THAT'S CONTEMPORARY and BIANCHIZARDIN CONTEMPORARY ART to produce the publication 'Alla fine del sogno c'è un'arte meravigliosa. Viaggio nell'arte di Federico Clapis.' This was the first editorial project curated by the partnership, printed in a limited edition of 150 copies and presented at Casa degli Artisti.
• WeTomorrowminorOthersWeTomorrow provides modern education infrastructure and selected materials as well as edutainment programs and ongoing remote English lessons with the help of international volunteers and regional partners for children in need. Addressing the fact that 463 million students around the world have no access to remote lessons.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Regional players

• Banca Generali: Italian private bank specializing in wealth management and family office services through financial advisors. Compares to CIV on Italian HNW/UHNW wealth advisory and multi-generational family services, at materially larger scale.
• Banca Mediolanum: Italian bank with significant private banking and family advisory operations serving Italian HNWI. Overlaps with CIV on Italian HNW wealth management and corporate advisory, though with a much larger retail-banking-anchored distribution model.
• Azimut Wealth Management: Italian independent asset manager with private wealth and family office services for Italian HNW families. Comparable to CIV on private wealth advisory in Italy, with overlap in corporate advisory and succession planning.
• FinecoBank: Italian bank with a dedicated private banking segment offering wealth advisory, portfolio management, and family office-style services. Comparable to CIV on Italian HNW/UHNW wealth management, though Fineco is technology-led and far larger.

Direct peers

• FIS Family Office (now part of AVI-SPL): Former multi-family office providing consolidated wealth reporting and family office services to UHNW clients. Direct overlap with CIV in serving restricted UHNW client rosters with comprehensive family-office-style advisory.
• Stonehage Fleming: Global multi-family office serving UHNW families with integrated wealth advisory, corporate finance, and intergenerational planning. Closest comparable to CIV in service model, target clientele, and full-stack advisory philosophy.

Emerging players

• Cordatus Wealth: UK-based multi-family office serving entrepreneurial families with integrated wealth advisory and corporate finance. Comparable to CIV in boutique MFO positioning, integrated service model, and direct advisory relationships.

Broad incumbents

• Pictet Group: Swiss private bank and asset manager with substantial family office and wealth management franchises across Europe. Compares to CIV on wealth advisory and European HNWI/UHNW target market but at vastly greater scale and product breadth.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/civ---multi-family-office

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CIV