The management of large assets presents complexities given by the uniqueness of the situations of the owners and their family members, which almost always require a multidisciplinary and cross-border approach, where tax issues often give way to Family Law, business continuity needs, even passion for an asset.
The constitution of a Focus Team dedicated to the management of issues that can be loosely defined as "Wealth management" stems from the desire to create a group of professionals capable of first and foremost gaining the trust of Clients, in order to accompany them in the decisions that the ordinary or extraordinary management of their assets poses.
The multidisciplinary nature of the team's skills stems from the need to be close to Clients at every stage of wealth management, from strategy and planning activities to day-to-day and administrative ones.
The activities offered range from planning legal and tax solutions for wealth management and transmission, with solutions such as family pacts, trusts, holding companies, foundations and trust headers, to managing the collection, processing and consolidation of data from investment service providers to form income and wealth statements and, if necessary, for holding companies, financial statements.
Our experience in providing legal and tax advice to individuals with large incomes or assets, whether they are artists, sportsmen, entrepreneurs and top managers, translates into the ability to support Clients even at the stage of acquiring residency in Italy or abroad, through a network of advisors capable of covering many of their personal, as well as legal and tax needs.
