As a member of the Italian Family Officers Association, Solicitor Andrea Locatelli has been instrumental in establishing this new professional role, with the aim of addressing a genuine and widely recognised need within the world of family-owned businesses.

• guidance on the drafting of the Family Business Charter of Values and Mission Statement;
• raising awareness among the younger generation of the responsibilities inherent in being shareholders of a corporate enterprise;
• identifying the most appropriate legal and governance structure for the family's specific ownership and generational arrangements;
• establishing frameworks for the gradual allocation of roles and responsibilities, including to members of the next generation;
• supporting the implementation and oversight of the company's innovation strategy;
• coordinating enterprise-wide risk assessment activities;
• embedding a culture of sustainability measurement through ESG indicators and adequacy assessment;
• advising on the implementation of corporate welfare principles;
• ensuring the preparation of the company's Corporate Social Responsibility documentation and Code of Ethics;
• promoting negotiation techniques, conflict resolution, and the facilitation of communication and decision-making processes;
• bringing to bear the full range of professional tools required for the effective and comprehensive integration of specialist knowledge and skills;
• addressing the challenges faced by family businesses through a holistic, integrated approach;
• coordinating the various specialists involved in resolving complex issues;
• supporting the entrepreneur in decisions regarding the selection of personnel required to address specific challenges or to achieve sustainable growth; and drawing on a relationship of deep mutual trust with the entrepreneur, contributing to the decision-making process and freeing the family to focus on the core business;
• working in conjunction with the Family Officer to integrate the value of the business into the family's broader wealth management strategy.