Wealth Protection
and Generational Transition

The Firm provides its Client a network of professionals specialized in wealth protection planning and generational handover. Taking due account of the tax implications, the Firm aims to suggest the most appropriate operation, between donation, property fund, holding company and family agreement or combinations of these and other operations.

In the delicate phase of the generational handover, the Firm presents to its Client the most appropriate measures to minimize the risks of conflict between the parties involved.

The Firm assists the Client in determining the best form of governance to minimize the liability of the members of the corporate bodies and mitigate the risks of conflict between the members.

The Firm offers specific advice on testamentary and inheritance matters, evaluating the most appropriate transactions on the basis of wealth and assets involved.

The Firm takes care of preparing the declaration of succession and the necessary documentation to be transmitted to the competent bodies.