The Group
CFO SIM
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The story
CFO SIM, was founded in 2000 by Andrea Caraceni and is now the biggest Independent Family Office in Italy,
Over 6'000 private clients have chosen CFO SIM as a point of reference for their financial strategies.
In 2008 CFO SIM creates IFO SA in Lugano: a branch of the company to cater international clients.
Since the creation of IFO SA, CFO SIM has incorporated under it's umbrella Seven SIM (Pordenone), UBI SIM (Brescia), the clientele of Arianna SIM and, in 2020 Alpe Adria Gestioni SIM.
IN 2014 CFO SIM, together with partners in the financial sector, opens Fondazione Italia per il Dono Onlus: a non profit organization that works as phylantropic intermediary.
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