WHO WE ARE
WE CARE FOR FAMILY WEALTH
We 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 our Family Governance.
OUR GOALS
- stable growth in asset value,
- protection of its beneficiaries,
- smooth transfer of asset management to future generations,
We eagerly share knowledge and experiences from operating our Family Office as we understand the challenges related to succession aspects – FAMILYOFFICE.COM.PL
We are open to sharing our knowledge and collaborating with other families with a view to creating a friendly space for the development of family offices in Poland.
WHAT WE DO
WE MANAGE A LONG-TERM FAMILY FUND
The key to asset security is its diversification across various asset classes and geographies.
We are involved in the 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).
We view public assets as a safety reserve for the family wealth that is awaiting investments in other asset classes.
From investments in alternative assets, we expect value growth over a specified period or the payout of regular dividends.
In terms of a safe investment policy, we monitor the family fund portfolio and its adjustment to market signals i.e., tactical asset allocation.
We invest with foreign family offices in direct equity investments as co-investors realizing the cooperative investment policy characteristic of family offices.
We seek investment opportunities in the areas of real estate, direct investments in companies, venture capital funds, private equity, and private debt.
WHERE WE ARE HEADED
OUR STRATEGY IS BASED ON 4 PILLARS
LONG-TERM FUND (durability)
The family’s wealth is treated as a long-term, diversified investment fund (endowment) strategically enabling the realization of sustainable growth without excessive risk.
SAFETY (liquidity)
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.
PROFESSIONAL MANAGEMENT (family office)
Entrusting the management of family wealth to a specialized managerial team ensures the achievement of long-term goals, stabilization, and diversification.
PEOPLE AND THEIR SUCCESSORS (the next generation)
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).
TEAM
Fund of Funds | Private Equity
MICHAŁ ZAWISZA
Managing Partner | CIO
The initiator and co-founder of ZPI Family Office. Co-founder, partner and member of the investment committees of AVALLON MBO FUND I and II Private Equity. Responsible for strategic asset allocation, fund of funds and private equity investments well as relations with family offices.
Real Estate
PRZEMYSŁAW ANDRZEJAK
President of the Board RSIG
Managing Partner and partner in Royal Sail Investment Group. Responsible for investment strategy, investor relations and new projects in the real estate area.
LiQUID ASSETS
MICHAŁ KAROL EJDYS
Portfolio Manager
Investment Advisor, CFA, and Financial Risk Manager. Manages the liquid portfolio in the ZPI Smart Global ALFA manager selection strategy (absolute return) in the public assets area.
FAMILY FOUNDATION
AGNIESZKA ZAWISZA
President of the Board of the Family Foundation
Co-founder of ZPI Family Office. Responsible for organization and administration. Member of the Investment Committee of ZPI Family Office.
EXPERIENCE
WE HAVE OVER 20 YEARS OF EXPERIENCE IN EQUITY INVESTMENTS
2022 – ... MULTI-FAMILY OFFICE
ZPI FAMILY OFFICE
Endowment Fund (Strategic Assets Allocation)
Investments: Liquid, Real Estate, DI, VC, PE, PD
2018 – 2022 FAMILY OFFICE
ENDOWMENT FUND
Consolidation of Families’ assets
Investments: DI, VC, PE
2007 – 2018 PRIVATE EQUITY
AVALLON MBO I/II FUND
Private Equity Funds (MBO, MBI, LMBO, LMBI)
PE fund investments with managers
2001 – 2007 PRIVATE INVESTMENTS
AVALLON MBO
Transactions with managers (LMBO)
Investments with managers in industrial companies