JOB DETAILS
Capital Formation Manager – Family Offices & UHNWI Clients - Milan (m/f/d)
CompanyLennertz & Co.
LocationMilan
Work ModeOn Site
PostedAugust 27, 2026
About The Company
Lennertz & Co. is an owner-managed family office with a clear focus on the further development and value growth of its clients’ assets.
To this end, our team of more than 35 employees conducts a detailed and ongoing review of the entire family situation, taking into account the legal and tax-related framework conditions.
Our investment recommendations are fully aligned with the clients’ personal preferences. Given our complete independence, the clients are able to fully benefit from our unbiased assessment of global investment opportunities, their selection and their discreet implementation.
Via our Alternative Investment Platform, we offer all qualified investors unique investment opportunities in blockchain venture, venture & growth capital, private equity and real estate. We give all (semi-)professional investors access to top European and US venture capital & growth funds, direct and indirect investments in German and European small and mid caps via our own private equity structures as well as national and international pre-IPOs investments. High-yield project developments of luxury residential and holiday properties in Europe top domiciles complete our range of alternative investments.
As an entrepreneurial family office, we appreciate our clients’ need for quick, profound and safe decisions. Lennertz & Co. has a number of licenses from BaFin (German Federal Financial Supervisory Authority - Bundesanstalt für Finanzdienstleistungsaufsicht) and is therefore subject to numerous quality and regulatory requirements of both BaFin and the Deutsche Bundesbank.
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Imprint:
Lennertz & Co. GmbH
Düsternstraße 10
20355 Hamburg
Germany
Managing Director: Philipp Lennertz
Register entry: Office: Hamburg
Register number: HRB 137568
About the Role
Your key responsibilities
- Responsible for initiating,developingand managing relationships with family offices, entrepreneurial families, high-net-worthindividualsand other potential investor groups, primarily for our PE/VC investment offering, but also for family office services
- Positioning the company as a trusted partner through thought leadership, high caliber investment advice, and networking
- Advising clients on portfolio construction, investmentthemesand market developments in private markets
- Developing and implementing innovative strategies to approach potential clients and investors
- Contributing to the further development of our family office and capital markets services, and in particular our PE/VC investments; close collaboration with the PE/VC investment team
- Organisingand executing the entire client outreach process: from planning and coordinating roadshows, events and meetings to follow-up and analysis of all measures
- Maintaining and further developing our CRM system, including data management,trackingand reporting of all activities
- Analyzing client interactions to identify optimization potential and continuously improving outreach
- Further developing and tailoring marketing and sales materials for potential investors
- Monitoringyourmarket and competitors, as well as conducting analyses toidentifynew target groups and trends in the areas of family office and alternative investments
- RepresentingLennertz & Co.at industry events,conferencesand networking events
Your Profile
- Successfully completed degree in economics,financeor a comparable field
- Relevant experience in capital formation, investor relations, wealth management, familyofficeor the distribution of sophisticated financial products
- Entrepreneurial mindset,initiativeand enthusiasm for building new relationships; proven success in approaching and winning new investors in the UHNWI/family office/entrepreneurial family segment or comparable target groups
- Strong network in the private wealth environment and willingness to further expand it
- In-depth knowledge of private equity and venture capital
- Strongorganisationalskills, experience in project management and enthusiasm for structured, self-directed work
- Confident, reliable presence at decision-maker level as well as excellent communication skills
- Fluentin English and [market]
- Communicativeand team-oriented
What we offer
- High degree of autonomy in building out your market, in partnership with senior executives of our organization
- Access to exclusive investors and high-calibreinvestment opportunities
- An entrepreneurial working environment in an owner-managed company with flat hierarchies
- Attractiveremunerationand an excellent working atmosphere in a young, dynamically growing company
- No politics, and afast decision-makingenvironment
How to reach us
We look forward to receiving your detailed application via our online form!About us
Lennertz & Co. is the family office for entrepreneurs. Together, we are changing the modern investment world — with highly exclusive investment opportunities and tailored service designed around the needs of families, entrepreneurs, institutions and single family offices. We live and breathe entrepreneurial thinking and action, supporting our clients in strategic wealth structuring, asset allocation and sustainable value creation across generations.Our unique pan-European platform provides access to the world’s most sought-after general partners, exclusive funds and direct investments — from fund-of-funds, feeder funds and co-investments to managed accounts. We invest with “skin in the game” — as partners, with innovation and a pioneering spirit. Our goal is not merely to manage wealth, but to build it across generations.
Key Skills
Capital formationInvestor relationsWealth managementPrivate equityVenture capitalUHNWI relationship managementPortfolio constructionInvestment adviceCRM managementProject managementStrategic networkingMarket analysisSales strategyCommunication skillsEntrepreneurial mindset
Categories
Finance & AccountingSalesManagement & LeadershipConsulting
Benefits
High degree of autonomyExclusive investment opportunitiesEntrepreneurial working environmentFlat hierarchiesAttractive remuneration
Job Information
📋Core Responsibilities
The Capital Formation Manager will initiate and manage relationships with family offices and UHNWI clients to promote PE/VC investment offerings. They are responsible for organizing client outreach, coordinating roadshows, and analyzing market trends to optimize sales strategies.
📋Job Type
permanent employee
📊Experience Level
5-10
💼Company Size
36
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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