ABOUT US
Simon WealthLex
We are a team of Italian lawyers with a strong track record in succession law, trusts law, corporate law, tax law and banking law and with a proven knowledge of the wealth management and trust services industry.
We offer our clients highly specialised assistance on all legal issues relating to ‘private wealth’ (financial investments, real estate assets and family businesses).
We daily assist individuals, families and businesses on issues of holding, protecting and transferring estates through an integrated approach that takes into account civil and tax assessments.
We have offices in Milan and Turin and cooperate with a wide network of professionals in Italy and abroad in order to assist our clients at 360° and guarantee the highest quality of service.
Simon WealthLex shares with Ersel Banca Privata, investment partner of the firm, the highly specialised approach in serving clients’ wealth needs, without any prejudice to the mutual independence and to the confidentiality guaranteed to the firm’s clients.
Our Values
Social commitment and philanthropy are not only areas of professional care for us, but also one of the factors that characterise our daily work.
In fact, the Simon WealthLex team supports, “pro bono”, several non-profit organisations and, in particular, makes its professional skills available to the activities of Fondazione Paideia as a personal contribution to a deserving and exciting success story in the non-profit care sector.
Our Goal
Our vocation is supporting our clients in achieving of the most efficient succession planning solution seeking to preserve and increase the value of assets in generational transmission and ensure family harmony.
