{"id":1598,"date":"2023-09-18T14:22:47","date_gmt":"2023-09-18T12:22:47","guid":{"rendered":"https:\/\/www.simonwealthlex.it\/services\/wealth-planning-advisory\/"},"modified":"2025-07-23T09:17:17","modified_gmt":"2025-07-23T07:17:17","slug":"wealth-planning-advisory","status":"publish","type":"page","link":"https:\/\/www.simonwealthlex.it\/en\/services\/wealth-planning-advisory\/","title":{"rendered":"Wealth Planning Advisory"},"content":{"rendered":"<section class=\"l-section wpb_row us_custom_d6ab8e82 height_auto\"><div class=\"l-section-overlay\" style=\"background:rgba(0,0,0,0.30)\"><\/div><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"ult-spacer spacer-6a25bea862a51\" data-id=\"6a25bea862a51\" data-height=\"150\" data-height-mobile=\"100\" data-height-tab=\"100\" data-height-tab-portrait=\"100\" data-height-mobile-landscape=\"100\" style=\"clear:both;display:block;\"><\/div><h1 class=\"w-post-elm post_title us_custom_9a175880 has_text_color align_center entry-title color_link_inherit\">Wealth Planning Advisory<\/h1><div class=\"wpb_text_column us_custom_6685d924 has_text_color\"><div class=\"wpb_wrapper\"><p>Wealth and succession planning<\/p>\n<\/div><\/div><div class=\"ult-spacer spacer-6a25bea863243\" data-id=\"6a25bea863243\" data-height=\"150\" data-height-mobile=\"100\" data-height-tab=\"100\" data-height-tab-portrait=\"100\" data-height-mobile-landscape=\"100\" style=\"clear:both;display:block;\"><\/div><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"l-section wpb_row height_small\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><nav class=\"g-breadcrumbs us_custom_9b393079 separator_icon align_none hide_current\" itemscope itemtype=\"http:\/\/schema.org\/BreadcrumbList\"><div class=\"g-breadcrumbs-item\" itemscope itemprop=\"itemListElement\" itemtype=\"http:\/\/schema.org\/ListItem\"><a itemprop=\"item\" href=\"http:\/\/www.simonwealthlex.it\/en\/\"><span itemprop=\"name\">Home<\/span><\/a><meta itemprop=\"position\" content=\"1\"\/><\/div><div class=\"g-breadcrumbs-separator\"><i class=\"far fa-angle-right\"><\/i><\/div><div class=\"g-breadcrumbs-item\">Pages<\/div><\/nav><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"l-section wpb_row us_custom_e924a3df height_small\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_middle type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"wpb_text_column\"><div class=\"wpb_wrapper\"><p>Our vocation is to assist our clients in realising the most efficient <strong>estate devolution solutions to preserve<\/strong> and increase the value of estates in the generational transmission and ensure family harmony.<\/p>\n<p>The <strong>estate destination <\/strong>presupposes a path that starts with the<strong> recognition <\/strong>of the individual\u2019s and the family\u2019s 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 <strong>legal solutions<\/strong> that allow, in full compliance with the <strong>inheritance and tax laws<\/strong>, wisely mixed together, to achieve the the objectives as identified and to allocate the various assets in the most appropriate way.<\/p>\n<p>Our support therefore includes the use of legally sound structures tailored to the client\u2019s individual needs.<\/p>\n<p>In this context, our assistance typically takes the form of the preparation of memoranda detailing the <strong>succession planning<\/strong> 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&#8217; agreements and articles of association.<\/p>\n<p>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.<\/p>\n<\/div><\/div><div class=\"w-separator size_medium\"><\/div><div class=\"w-btn-wrapper align_center\"><a class=\"w-btn us-btn-style_1\" href=\"https:\/\/www.simonwealthlex.it\/en\/contacts\/\"><span class=\"w-btn-label\">Contact us<\/span><\/a><\/div><\/div><\/div><\/div><\/div><\/div><\/section><section class=\"l-section wpb_row height_medium\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row via_flex valign_top type_default stacking_default\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\"><div class=\"wpb_text_column us_custom_ad8fb42f\"><div class=\"wpb_wrapper\"><h2><span style=\"font-weight: 300;\">Discover other<\/span> <span class=\"extrafont-title\">services<\/span><\/h2>\n<\/div><\/div><div class=\"ult-spacer spacer-6a25bea864c9a\" data-id=\"6a25bea864c9a\" data-height=\"30\" data-height-mobile=\"30\" data-height-tab=\"30\" data-height-tab-portrait=\"30\" data-height-mobile-landscape=\"30\" style=\"clear:both;display:block;\"><\/div><div id=\"ult-carousel-35144747766a25bea864d8c\" class=\"ult-carousel-wrapper  vc_custom_1721122753770  ult_horizontal\" data-gutter=\"24\" data-rtl=\"false\" ><div class=\"ult-carousel-31213963686a25bea864d23 \" ><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-vwrapper us_custom_90d31350 align_center valign_middle\" style=\"--vwrapper-gap:1rem\"><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"ult-just-icon-wrapper  \"><div class=\"align-icon\" style=\"text-align:center;\">\n<div class=\"aio-icon-img \" style=\"font-size:80px;display:inline-block;\" >\n\t<img decoding=\"async\" class=\"img-icon\" alt=\"null\" src=\"https:\/\/www.simonwealthlex.it\/wp-content\/uploads\/2023\/09\/simon-wealthlex-servizio-icon-IMMOBILIARE.png\"\/>\n<\/div><\/div><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><h2 class=\"w-text us_custom_b627d50d\"><span class=\"w-text-h\"><span class=\"w-text-value\">Club Deal and Real Estate<\/span><\/span><\/h2><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-btn-wrapper align_center\"><a class=\"w-btn us-btn-style_1\" title=\"Click here to visit Club Deal and Real Estate&#039;s page\" href=\"https:\/\/www.simonwealthlex.it\/en\/services\/real-estate\/\"><span class=\"w-btn-label\">Click here<\/span><\/a><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-separator size_small\"><\/div><\/div><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-vwrapper us_custom_90d31350 align_center valign_middle\" style=\"--vwrapper-gap:1rem\"><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"ult-just-icon-wrapper  \"><div class=\"align-icon\" style=\"text-align:center;\">\n<div class=\"aio-icon-img \" style=\"font-size:80px;display:inline-block;\" >\n\t<img decoding=\"async\" class=\"img-icon\" alt=\"null\" src=\"https:\/\/www.simonwealthlex.it\/wp-content\/uploads\/2023\/09\/simon-wealthlex-servizio-icon-RAPPORTI.png\"\/>\n<\/div><\/div><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><h2 class=\"w-text us_custom_b627d50d\"><span class=\"w-text-h\"><span class=\"w-text-value\">Family Relationships<\/span><\/span><\/h2><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-btn-wrapper align_center\"><a class=\"w-btn us-btn-style_1\" title=\"Click here to visit Family Relationships&#039; page\" href=\"https:\/\/www.simonwealthlex.it\/en\/services\/family-relationships\/\"><span class=\"w-btn-label\">Click here<\/span><\/a><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-separator size_small\"><\/div><\/div><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-vwrapper us_custom_90d31350 align_center valign_middle\" style=\"--vwrapper-gap:1rem\"><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"ult-just-icon-wrapper  \"><div class=\"align-icon\" style=\"text-align:center;\">\n<div class=\"aio-icon-img \" style=\"font-size:80px;display:inline-block;\" >\n\t<img decoding=\"async\" class=\"img-icon\" alt=\"null\" src=\"https:\/\/www.simonwealthlex.it\/wp-content\/uploads\/2023\/09\/simon-wealthlex-servizio-icon-FILANTROPIA.png\"\/>\n<\/div><\/div><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><h2 class=\"w-text us_custom_b627d50d\"><span class=\"w-text-h\"><span class=\"w-text-value\">Philanthropy and Art<\/span><\/span><\/h2><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-btn-wrapper align_center\"><a class=\"w-btn us-btn-style_1\" title=\"Click here to visit Philanthropy and Art&#039;s page\" href=\"https:\/\/www.simonwealthlex.it\/en\/services\/philanthropy-and-art\/\"><span class=\"w-btn-label\">Click here<\/span><\/a><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-separator size_small\"><\/div><\/div><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-vwrapper us_custom_90d31350 align_center valign_middle\" style=\"--vwrapper-gap:1rem\"><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"ult-just-icon-wrapper  \"><div class=\"align-icon\" style=\"text-align:center;\">\n<div class=\"aio-icon-img \" style=\"font-size:80px;display:inline-block;\" >\n\t<img decoding=\"async\" class=\"img-icon\" alt=\"null\" src=\"https:\/\/www.simonwealthlex.it\/wp-content\/uploads\/2023\/09\/simon-wealthlex-servizio-family-business.png\"\/>\n<\/div><\/div><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><h2 class=\"w-text us_custom_b627d50d\"><span class=\"w-text-h\"><span class=\"w-text-value\">Corporate, M&amp;A e Family Business<\/span><\/span><\/h2><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-btn-wrapper align_center\"><a class=\"w-btn us-btn-style_1\" title=\"Click here to visit Family business&#039; page\" href=\"https:\/\/www.simonwealthlex.it\/en\/services\/family-business\/\"><span class=\"w-btn-label\">Click here<\/span><\/a><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-separator size_small\"><\/div><\/div><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-vwrapper us_custom_90d31350 align_center valign_middle\" style=\"--vwrapper-gap:1rem\"><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"ult-just-icon-wrapper  \"><div class=\"align-icon\" style=\"text-align:center;\">\n<div class=\"aio-icon-img \" style=\"font-size:80px;display:inline-block;\" >\n\t<img decoding=\"async\" class=\"img-icon\" alt=\"null\" src=\"https:\/\/www.simonwealthlex.it\/wp-content\/uploads\/2023\/09\/simon-wealthlex-servizio-icon-FISCALITA.png\"\/>\n<\/div><\/div><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><h2 class=\"w-text us_custom_b627d50d\"><span class=\"w-text-h\"><span class=\"w-text-value\">Tax Advisory<\/span><\/span><\/h2><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-btn-wrapper align_center\"><a class=\"w-btn us-btn-style_1\" title=\"Click here to visit Tax Advisory&#039;s page\" href=\"https:\/\/www.simonwealthlex.it\/en\/services\/tax-advisory\/\"><span class=\"w-btn-label\">Click here<\/span><\/a><\/div><\/div><div class=\"ult-item-wrap\" data-animation=\"animated no-animation\"><div class=\"w-separator size_small\"><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t<script type=\"text\/javascript\">\n\t\t\t\tjQuery(document).ready(function ($) {\n\t\t\t\t\tif( typeof jQuery('.ult-carousel-31213963686a25bea864d23').slick == \"function\"){\n\t\t\t\t\t\t$('.ult-carousel-31213963686a25bea864d23').slick({dots: true,autoplaySpeed: \"5000\",speed: \"300\",infinite: true,arrows: true,nextArrow: '<button type=\"button\" role=\"button\" aria-label=\"Next\" style=\"color:#333333; 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The estate destination presupposes a path that starts with the recognition of the individual\u2019s and the family\u2019s assets,...","protected":false},"author":1,"featured_media":0,"parent":1595,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categoriapagina":[8],"class_list":["post-1598","page","type-page","status-publish","hentry","categoriapagina-ambiti-di-assistenza"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Our Wealth Planning Advisory service | Simon WealthLex<\/title>\n<meta name=\"description\" content=\"We accompany our clients in creating the most efficient inheritance devolution solution to preserve and increase the value of the assets.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link 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