Wealth Planning Advisory

Wealth and succession planning

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.

The estate devolution starts from the assessment of the individual’s and the family’s assets, the reconstruction of the family eco-system and the identification of the objectives that settlor and family members intend to achieve, in order to identify the most efficient legal solutions that allow, in full compliance with inheritance and tax laws, to achieve the identified objectives and to allocate the various assets in the most appropriate way.

Our support therefore includes the use of legally sound structures tailored to the individual needs of the client. We assist in drafting wills, deeds of gift, family pacts and trust deeds.

We have gained in-depth knowledge with specific refence to the institution of family trusts, which can represent a highly efficient and functional tool in the context of succession planning projects, generational business transfers, protection of disabled individuals and implementation of philanthropic initiatives.

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