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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.

Through diversified investments across various asset classes, we ensure the growth of the family fund’s value securing its protection and permanence at the same time.

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.

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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.

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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).

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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.

PIOTR SERAFIŃSKI

Investment Analyst

Responsible for evaluating investment projects, monitoring and reporting the family office’s portfolio in terms of strategic asset allocation. Editor of the familyoffice.com.pl portal.

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.

JAROSŁAW TROJANOWSKI

General Director of RSIG

General Director at Royal Sail Investment Group. Responsible for the comprehensive execution of investments 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.

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EXPERIENCE

WE HAVE OVER 20 YEARS OF EXPERIENCE IN EQUITY INVESTMENTS

2022 – ...     MULTI-FAMILY OFFICE

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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

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