We provide continuous and highly specialized legal assistance to asset owners, entrepreneurs and companies both in asset protection and generational handover. We also assist Italian and foreign clients, banks, trust companies, arrangers, investors, private equity funds, and leading companies in their domestic and international activities, providing them with the qualified support they need to finalize transactions of any kind.
In the wealth management and asset protection & development, we combine focused tools with the classical generational handover instruments to better satisfy our clients’ needs. For this purpose, with a balanced and flexible approach tailored to the client’s specific needs, we assist high and ultra high net worth individuals in adopting the additional instruments other than wills and donations that enable the settlors and their family to fully achieve their purposes and goals through:
- The creation of foundations, including family foundations;
- The creation of capital funds;
- The creation of real estate funds;
- The planning of insurance policies;
- The creation of cross-border private foundations;
- The preparation of family pacts (‘patti di famiglia’);
- The adoption of family constitutions;
- The planning and implementation of corporate reorganizations and business restructuring;
- The planning and implementation of development capital, leveraged buyouts and family buyouts transactions, including the identification of specific tax strategies;
- The execution of fiduciary mandates;
- The support to private equity institutions;
- The planning of leveraged&project finance transactions;
- The establishment and management of trusts, including analysis of their direct and indirect taxation;
- The execution of trust agreements;
- The preparation of instruments for the protection and management of art collections;
- The preparation of capital transactions and corporate governance & compliance reorganization;
- The creation of holdings, including family holdings, and the management of control groups together with the planning of the tax profiles of the related corporate structures;
- The listing on the Stock Exchange.
Our wealth management and asset protection & development expertise is developed through the continuous search for the best solutions to meet the client’s targets, granting prompt responses to safeguard our clients’ asset and their business decisions. We pay particular attention to the national and supranational tax planning of family assets, their ownership and transfer, privileging the solutions that best suit the specific case.
The combination of tools, the use of contract-derived techniques, banking & finance instruments, and the creation of structures with a foreign origin, such as trusts and private foundations, allow for the segregation of assets also in view of the handover between generations and the protection of individuals who require a special level of care.
We provide continuous and highly specialized legal assistance to asset owners, entrepreneurs and companies both in asset protection and generational handover. We also assist Italian and foreign clients, banks, trust companies, arrangers, investors, private equity funds, and leading companies in their domestic and international activities, providing them with the qualified support they need to finalize transactions of any kind.
In the wealth management and asset protection & development, we combine focused tools with the classical generational handover instruments to better satisfy our clients’ needs. For this purpose, with a balanced and flexible approach tailored to the client’s specific needs, we assist high and ultra high net worth individuals in adopting the additional instruments other than wills and donations that enable the settlors and their family to fully achieve their purposes and goals through:
- The creation of foundations, including family foundations;
- The creation of capital funds;
- The creation of real estate funds;
- The planning of insurance policies;
- The creation of cross-border private foundations;
- The preparation of family pacts (‘patti di famiglia’);
- The adoption of family constitutions;
- The planning and implementation of corporate reorganizations and business restructuring;
- The planning and implementation of development capital, leveraged buyouts and family buyouts transactions, including the identification of specific tax strategies;
- The execution of fiduciary mandates;
- The support to private equity institutions;
- The planning of leveraged&project finance transactions;
- The establishment and management of trusts, including analysis of their direct and indirect taxation;
- The execution of trust agreements;
- The preparation of instruments for the protection and management of art collections;
- The preparation of capital transactions and corporate governance & compliance reorganization;
- The creation of holdings, including family holdings, and the management of control groups together with the planning of the tax profiles of the related corporate structures;
- The listing on the Stock Exchange.
Our wealth management and asset protection & development expertise is developed through the continuous search for the best solutions to meet the client’s targets, granting prompt responses to safeguard our clients’ asset and their business decisions. We pay particular attention to the national and supranational tax planning of family assets, their ownership and transfer, privileging the solutions that best suit the specific case.
The combination of tools, the use of contract-derived techniques, banking & finance instruments, and the creation of structures with a foreign origin, such as trusts and private foundations, allow for the segregation of assets also in view of the handover between generations and the protection of individuals who require a special level of care.
LAWYERS
NEWS ED EVENTI
Passaggi generazionali e progetti di vita – Opportunità e riflessioni da casi concreti Venerdì 12 giugno 2026 Marco Giustiniani, Co-Managing Partner e Giovanni Gigliotti, Co-Head del Dipartimento Private Clients e del Dipartimento di Contenzioso di Pavia e Ansaldo, assieme a Maria Teresa Noberasco, Private Wealth Management Senior Expert di Fideuram – Intesa Sanpaolo Private Banking, hanno tenuto per i soci di Italmopa – Associazione Industriali Mugnai d’Italia, la conferenza “Passaggi generazionali e progetti di vita – Opportunità e riflessioni da casi concreti”. L’incontro ha rappresentato un’importante occasione di confronto su un tema centrale per imprese e famiglie imprenditoriali:…
STEP Italy Conference 2026 Le 𝐜𝐨𝐥𝐥𝐞𝐳𝐢𝐨𝐧𝐢 𝐝’𝐚𝐫𝐭𝐞 stanno assumendo un ruolo sempre più strategico nella pianificazione patrimoniale familiare. In occasione della STEP Italy Conference 2026, il nostro Mario Joseph Abate, con la collaborazione di Martina Bosi, è intervenuto nel panel ‘Governance and Art: how ordinary governance rules adapt to art collections‘ dedicato ai modelli di governance applicati agli asset artistici. Nel corso del confronto con professionisti del wealth planning, private banker, legali e trustee, sono stati approfonditi i principali strumenti giuridici e patrimoniali utilizzati per preservare l’unità delle collezioni, favorire il coinvolgimento della famiglia e garantire una gestione efficiente…
Passaggi generazionali e progetti di vita – Opportunità e riflessioni da casi concreti Giovedì 9 aprile Marco Giustiniani, Co-Managing Partner e Giovanni Gigliotti, Co-Head del dipartimento Private Clients e del Dipartimento di Contenzioso di Pavia e Ansaldo, parteciperanno al convegno “Passaggi generazionali e progetti di vita – Opportunità e riflessioni da casi concreti”, organizzato da Confindustria Salerno. L’incontro rappresenta un’importante occasione di confronto su un tema centrale per aziende e famiglie imprenditoriali: la gestione dei passaggi generazionali, tra continuità aziendale, pianificazione patrimoniale e visione strategica di lungo periodo. I nostri professionisti porteranno il proprio contributo attraverso l’analisi di…
Dall’azienda al mercato: l’evoluzione di un imprenditore in investitore Convegno in collaborazione con UBS Giovanni Gigliotti e Matteo Ramenghi, moderati da Marco Giustiniani, offriranno ad una platea di ospiti selezionati una riflessione sulle soluzioni possibili al fine di colmare il divario crescente tra gli strumenti tradizionali del passaggio del patrimonio e le reali esigenze dell’imprenditore risparmiatore. I due relatori si alterneranno dunque per coniugare gli strumenti concreti del diritto – tra cui trust, holding, patti di famiglia e fondazioni private – e finanza comportamentale, con un particolare riguardo alle “ragioni di ogni scelta”. Programma 18:00 Registrazione partecipanti…
