Protecting and passing on family wealth
Managing, protecting and passing on family wealth are complex challenges in which legal, tax and personal aspects are inextricably intertwined. Our advice focuses on the strategic protection of capital and on planning the generational transfer, ensuring that the founder’s vision endures over time and preserving the unity and solidity of the family.
- Setting up and managing holding companies: we create corporate structures, in Italy and abroad, to centralise control, protect assets and optimise governance.
- Succession planning: drawing up shareholders' agreements and share transfer strategies to ensure a smooth, conflict-free handover.
- Asset protection: we shield family wealth by separating private assets from business risk.
- International solutions: specialist support for foreign holding companies, serving global diversification and tax efficiency.
Our services
International Tax Advisory
Support for companies and individuals operating or investing across borders, cross-border tax compliance and management of cross-border flows with the support of our European partners.
Extraordinary advisory and complex corporate transactions
Strategic assistance with complex corporate transactions (mergers, acquisitions, contributions in kind).
Generational transfers and family holding companies
Protection and continuity of family wealth through the establishment and management of family holding companies, carrying business value into the future.
Domestic tax advisory and optimisation of the tax burden
Tax planning to safeguard corporate profits in a complex regulatory environment.
Ordinary advisory for companies and private clients
Tailored accounting assistance in the preparation of statutory and consolidated financial statements, to save time and ensure that your business or your personal assets remain fully compliant.
Tax and employment advisory for the agricultural sector
Specialist tax and employment assistance for the agricultural sector, making the most of its incentives and specific features.