Abstract The paper suggests a multi-criteria approach for the energy refurbishment of historical buildings, proposing methodologies for the performance analysis, coupling several experimental and numerical studies. The target consisted in a rigorous evaluation procedure, in order to guarantee the necessary reliability of a numerical model of the system “building envelope/technical plants”, on which testing the technical and economical convenience of energy retrofit solutions. The paper collects the long work carried out by several Institutions during the last years, on Building “Palazzo dell’Aquila Bosco-Lucarelli”, a historical building located in Benevento (Southern Italy), currently analyzed in order to define the technical adoption of possible improving actions. The carried out studies, beyond the proposition of an operational methodology, are aimed to evidence a best-practice specified for the Italian territorial context, which has several historical buildings needing restoration. Carefully applied investigations, based on various methodologies and through several instrumentations, allowed the definition of a numerical model correspondent to the real building, defined also comparing the results with the historical requests of gas and electricity. Moreover, dynamic energy simulations tested the effectiveness, singularly and coupled, of several solutions for the building energy optimization. A significant potentiality of energy and economic optimization has been demonstrated.