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 highly specialised assistance to our clients on all legal aspects relating to the ‘private wealth’ in all its forms (financial investments, real estate assets or family businesses).

We routinely assist individuals, families and businesses on issues of holding, protecting and transferring personal and corporate assets through an integrated approach that takes into account civil and tax assessments.

We have offices in Milan and Turin and we work closely with a large network of professionals in Italy and abroad in order to assist our clients at 360° and guarantee the highest quality of service.

Ersel Group, a financial partner of Simon WealthLex with which it shares a highly specialised approach to serving clients’ wealth needs, is one of Italy’s leading private banking and asset management groups.

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.