Your wealth,
with method.
I help professionals, entrepreneurs and families make clear financial decisions. Investments, retirement, protection and succession in a single plan.
I work with people who are short on time. I build with those who look ahead.
Entrepreneurs
Keeping personal and business wealth apart, managing company cash, planning an exit or a handover to the next generation.
Professionals
Doctors, lawyers, consultants: high but irregular income and little time. A plan that keeps working when you can't follow it.
Young people & families
First savings, a home, children. Building solid foundations today is worth more than any rushed decision tomorrow.
Since you opened this page, inflation has eroded
€ 0
of the savings Italians keep idle in their bank accounts. About €1,548 every second.
Let's put yours to work →Indicative estimate: Italian household deposits, €1,163 billion (Bank of Italy, May 2026) × annual inflation of 4.2% (ISTAT, September 2026, provisional).
One plan, not scattered products.
- 01
Financial planning
The starting map: income, spending, assets and goals, put in order.
- 02
Investments
Portfolios built around your time horizon and the risk you can really bear.
- 03
Retirement planning
Closing the gap between salary and pension, using the available tax benefits.
- 04
Protection
Shielding income, family and assets from what can't be planned.
- 05
Succession planning
Passing on your wealth in the simplest, most efficient way for those who follow.
Goals first, then the tools.
Listen
A first meeting to understand who you are, what you have and where you want to go.
Analyse
A review of your current position: assets, risks, hidden costs, inefficiencies.
Plan
A written, reasoned proposal with clear costs. You decide, in your own time.
Monitor
Regular reviews and a contact who is always reachable when life changes.
Leonardo Ipocovana
I'm a financial advisor and, before that, an entrepreneur. I know what it means to run a company, manage cash and live with uncertainty: that is where I start when I think about my clients' wealth.
I studied in Catania, Milan and Luxembourg, earning a master's degree in Management of Innovation, and worked in strategy consulting. Today I advise private clients and entrepreneurs with a simple approach: understand first, decide next, always review.
- EducationMaster's degree, University of Milan
- ExperienceStrategy consulting · Healthcare entrepreneur
- OfficeMilan · clients across Italy
- LanguagesItalian, English, French
“My job isn't to sell you a product. It's to help you decide well.”
Before we talk.
How much does the first meeting cost?
Nothing. The first meeting is free and with no commitment: it's for us to get to know each other and see whether I can help.
Is there a minimum amount of wealth?
No. You don't even need to know exactly what you want: working that out is the first thing we do together. I also work with people just starting to save.
How am I paid?
Transparently: every cost is set out in writing before any decision, in line with MiFID II rules.
Where is my money held?
Always in accounts and portfolios in your own name. I never hold your money.
Do you only work with clients in Milan?
No. My office is in Milan, but I work with clients across Italy, in person or by video call, whichever you prefer.
Let's talk over a coffee.
The first meeting is free and with no commitment: we look at where you are, where you want to go and whether I can help.