The Firm provides advice and assistance to entrepreneurs and individuals in the planning, management and protection of wealth, with an integrated approach to the civil law, corporate and tax aspects connected with personal, family and business assets.
The activity is aimed at protecting and enhancing wealth, ensuring generational continuity and preventing conflict situations, through solutions consistent with the Client’s objectives and with the applicable regulatory framework.
Wealth Planning, Asset Protection and Segregation Tools
Assistance in defining arrangements aimed at protecting, organising and managing personal, family and business wealth, including through corporate, contractual and asset segregation tools.
The activity includes the structuring and use of trusts, private foundations and other asset allocation instruments, with particular attention to risk profiles, governance, wealth continuity and asset protection.
Particular attention is devoted to the coordination of the civil law, corporate and tax aspects connected with the management and transfer of wealth, including in relation to direct taxation, gifts and succession matters.
Generational Transition and Succession Planning
Assistance in planning the generational transition of wealth, family businesses and shareholdings, with particular attention to business continuity, family balances and the stability of ownership and management structures.
The activity includes the drafting of family agreements, agreements among family members, wills and other instruments regulating succession and corporate relationships, as well as the management of estates and inheritance divisions.
Particular attention is devoted to the prevention and management of conflicts among heirs and to the definition of settlement agreements and negotiated solutions connected with succession relationships, including in the context of judicial disputes.
Structuring of Holding Companies and Corporate Arrangements
Advice on the incorporation and organisation of holding companies and corporate arrangements aimed at managing shareholdings and assets, including from the perspective of family governance, organisational rationalisation and wealth planning.
The activity includes the definition of governance rules and the coordination of the civil law, corporate and tax aspects connected with the adopted structure.
Third Sector Entities
Assistance in the incorporation and management of Third Sector entities, including associations and foundations, with support in the drafting of deeds of incorporation, by-laws and in the management of the civil law, organisational and tax aspects connected with the entity’s activities.