Marco Antonio Soriano IV - Success story and best practices at Soriano Group Family Office

Participate in our next keynote with our deluxe Keynote Speaker:Marco Antonio Soriano IV, Partner & CIO of Soriano Group Family Office.

Mark Antony He will share with us the success story of his family group and some of his best practices.

Mark Antony He is a partner and investment director of the Family Office of Grupo Soriano, a leading consortium of global companies with offices in the United States, Europe, Latin America and Asia. 

Throughout his career, he has had the privilege of leading several of the world's most recognized mergers and acquisitions, public offerings and fund formation transactions while at Goldman Sachs and, most recently, integrated with the management platform of global wealth Merrill Lynch BoA.

He frequently serves as a featured speaker at prominent conferences around the world on topics related to private equity, M&A, and asset management, and as a resource for major television programs and publications, including Fox News, Fox Business, Nasdaq , RBN, CNBC, ABC. NYT, The Wall Street Journal, Bloomberg, Forbes. Additionally, he has authored many articles that have been published in reputed books, magazines and periodicals related to private equity, mergers and acquisitions, board fiduciary duties and asset management.

He works with a wide range of clients, from corporate executives, entrepreneurs and business owners to multi-generational families and family offices. As their team consults with clients, seeking input from family members, across generations, as well as family lawyers, accountants and other trusted advisors. This integrative approach helps clarify and prioritize objectives before translating them into comprehensive investment plans; helping to ensure efficient structures and strategies are in place while working together to support your long-term success. Additionally, its access to Merrill Lynch Wealth Management's global investment expertise, as well as Bank of America's banking convenience and lending capabilities, help address various aspects of clients' financial lives.

Prior to joining The Soriano Group, he served as a vice president in private banking at Goldman Sachs in London, United Kingdom, and as a senior financial analyst for the World Bank Group under the Special Representative to the United Nations.

Syllabus:

Soriano Group Family Office success story and best practices

Introduction

• Brief history of Soriano Motori and Marco Antonio Soriano IV.
• What relationship does the Soriano Family Office have with Soriano Motori – the family business?
  • How do you separate “business” from “family”?

Organization and Patrimonial Succession

• How does the Family Office plan ​property succession for the Family?
  • What role does Soriano Motori have in this planning?
• How does the family mix business responsibilities with family roles?
• What aspects are cultivated in the new generations of the Soriano family to guarantee the conservation of the capital of the FO?

Equity Investment

• What aspects are considered to build the family portfolio?
• How is the risk for the family thought and considered? For the portfolio?
• What points are main in the FO's Due Diligence on new investments?

Legacy

• What vision does Marco Antonio have for Soriano Motori?
• How should entrepreneurs think about the permanence of their companies?
• How can the Family Office support the company's vision?

Compendium

Soriano Family / Soriano Motori

[LinkedIn]https://www.linkedin.com/in/masoriano/

[Wiki]https://es.wikipedia.org/wiki/Ricardo_Soriano

[SV]https://www.sorianomotori.com/

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[Financials]https://www.sorianogroup.com/financial

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