Wealth management and succession planning
We have served as legal counsel for generations of families representing domestic and international private clients, including successful entrepreneurs, senior executives and families. We help our clients to realize their estate planning and philanthropic goals.
We have a deep insight into current and past issues arising from succession planning and from protection of wealth. This knowledge has been acquired during decades in which we have assisted clients in litigations involving the structures we are typically requested to advise upon; this gives us a unique angle which our clients typically benefit from.
We have a wealth of experience in setting up simple partnerships and trusts, in drafting wills and trustee mandates, in dictating the rules governing a donation or a usufruct, as well as in setting up the governance of a family business.
Our discretion and good judgment have earned us the trust of generations of the most successful private clients. Understanding our clients’ needs helps us propose and customize a unique solution for each client, using the wide range of instruments that the Italian law offers but also certain non-Italian instruments that are recognized in Italy. We also make innovative use of traditional instruments and related governance structures to help protect wealth, plan for its efficient transfer and control within a family.
We work alongside first tier foreign firms with which we have a longstanding relationship, putting us in a position to better assist clients with assets and businesses located abroad.