“Family-owned SMEs are the backbone of our economy. Now is the time for entrepreneurs to think like global citizens. Italian companies must grow and become leaders by using the most appropriate tools of Corporate Finance Advisory.”

 

With these words, our Head of Corporate Finance Advisory, Simone Citterio, brought the perspective of Credem Euromobiliare Private Banking to the forefront of the event Keep the link – Trasferire ‘ricchezze’ tra generazioni, hosted by LIUC Business School. Joining the conversation were also Marzia Bartolomei Corsi (Senior Partner at Fondo Italiano d'Investimento SGR), Attila Kiss (CEO of GRUPPO FLORENCE), and Prof. Francesco Bollazzi (LIUC Business School).

 

Passing on wealth, values, and entrepreneurial vision from one generation to the next means guiding businesses through one of the most delicate and decisive moments in their history. It is a transition that touches the very heart of the company, intertwining identity, solidity, and future prospects.

 

Our Corporate Finance Advisory team often stands alongside families and entrepreneurs at precisely these critical crossroads. Finance, at such times, is only a starting point: what truly makes the difference is opening the business to external capital, adopting modern governance, introducing new managerial skills, and acquiring a growth accelerator that positions the company among the leaders in its sector. This journey requires the analysis of figures and objective data, of course, but above all it requires listening, empathy, and a shared vision with the client.

 

At Credem Euromobiliare Private Banking, we are convinced that for the entrepreneur, the real value of a partner lies in the ability to combine sensitivity and method, to interpret risks as opportunities for growth, and to transform the challenge of generational transition into a new season of development and sustainable value creation over time.