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.
