ZPI Family Office

Overview

ZPI Family Office is a Polish family office specializing in long-term asset management and investment diversification. They manage family wealth under the Family Office model as a long-term investment fund (endowment). The durability of family wealth is grounded in the Family Constitution, which is the cornerstone of their Family Governance. Through diversified investments across various asset classes, they ensure the growth of the family fund’s value, securing its protection and permanence at the same time. Their goals include stable growth in asset value, protection of its beneficiaries, and smooth transfer of asset management to future generations. They eagerly share knowledge and experiences from operating their Family Office as they understand the challenges related to succession aspects. They are open to sharing their knowledge and collaborating with other families with a view to creating a friendly space for the development of family offices in Poland. They manage a long-term family fund, involving strategic asset allocation of the family wealth, managing its liquidity through international allocations in public assets (traditional assets), and making investments in the field of alternative assets (real estate and equity assets). They view public assets as a safety reserve for the family wealth that is awaiting investments in other asset classes. From investments in alternative assets, they expect value growth over a specified period or the payout of regular dividends. In terms of a safe investment policy, they monitor the family fund portfolio and its adjustment to market signals, i.e., tactical asset allocation. They invest with foreign family offices in direct equity investments as co-investors, realizing the cooperative investment policy characteristic of family offices. They seek investment opportunities in the areas of real estate, direct investments in companies, venture capital funds, private equity, and private debt. Their strategy is based on four pillars: long-term fund (durability), safety (liquidity), professional management (family office), and people and their successors (the next generation). The family’s wealth is treated as a long-term, diversified investment fund (endowment) strategically enabling the realization of sustainable growth without excessive risk. Long-term assets that are safely managed constitute a stable source of capital for family members through delivering predictable inflows which cover current needs and ensure security and safety. Entrusting the management of family wealth to a specialized managerial team ensures the achievement of long-term goals, stabilization, and diversification. The key to success is a trusted and highly qualified management team and building its base that includes family members to ensure the continuity of strategy and decision-making (family succession) as well as management (operational succession).

Investment Focus

• Diversified investments across various asset classes
• Long-term investment horizon
• Focus on stable growth and protection of beneficiaries
• Collaboration with other family offices and fund management entities

Portfolio Companies