Private & Wealth: at your side, today and tomorrow.
We provide consultancy services to Private Clients, with particular focus in the areas of asset protection, family business planning, inheritance planning and family settlements, both at a national and international level. These services are provided by the professionals within the Firm, who can count on the support of some of the leading experts at international level, including in the areas of finance and corporate strategy.
What we do
We offer Tax and legal consultancy services for wealth planning and generational transition (succession planning), family business governance, with particular regard to national and international asset engineering, assistance to private clients or family business for investment opportunities in real estate, business, finance, art and/or collectables goods.
Our strength is built on consolidated experience in an international arena. We can offer legal and tax advice on all aspects regarding Trusts, as well as assistance to the trustees, settlors, beneficiaries or other persons connected to the Trust. We can further offer all the tools required for estate planning, e.g. foundations, insurance and other Spvs. Our experience also extends to charities and philanthropic projects, including non-profit organisations.