Wealth Planning Advisory

Our vocation is to assist our clients in realising the most efficient estate devolution solutions to preserve and increase the value of estates in the generational transmission and ensure family harmony.

The estate destination presupposes a path that starts with the recognition of the individual’s and the family’s assets, the reconstruction of the family eco-system and the identification of the objectives that the settlor and family members intend to achieve, in order to reach the identification of the most efficient legal solutions that allow, in full compliance with the inheritance and tax laws, wisely mixed together, to achieve the the objectives as identified and to allocate the various assets in the most appropriate way.

Our support therefore includes the use of legally sound structures tailored to the client’s individual needs.

In this context, our assistance typically takes the form of the preparation of memoranda detailing the succession planning strategy identified and accompanying the drafting of wills, deeds of gift, family agreements, trust deeds, the establishment of family holding companies, and the drafting and revision of shareholders’ agreements and articles of association.

With specific reference to the institution of trusts, during our professional career we have acquired a deep knowledge of the instrument, which can represent a highly efficient and functional solution in the context of inheritance devolution projects, business generational handover, protection of weak subjects and implementation of philanthropic initiatives.