Private Clients
The firm assists individuals and institutional operators (banks and trust companies, family offices, and insurance companies) in the planning, management, and restructuring of personal assets and family businesses, both Italian and international, as well as High Net Worth Individuals (HNWI) with all major legal and tax needs.
The assistance focuses on all legal and tax aspects of succession (including international aspects) and generational transfer of businesses, wealth protection, family governance, philanthropic and solidarity activities, and the transfer of residence to and from Italy (including related immigration procedures).
Regarding the aforementioned activities, the firm utilizes a wide range of legal instruments such as wills, fiduciary mandates, insurance policies, trusts, corporate instruments, and specific contracts tailored to various needs.
Furthermore, the firm assists private clients in structuring and managing specific vehicles for investment operations (such as club deals) or other extraordinary transactions, both from a legal, corporate perspective and tax standpoint, creating teams of specialized professionals for the specific issues requested.
The approach is problem-solving and pragmatic, with particular attention to the client's needs.
