Practices

High Net Worth Individuals,
Wealth Management

Effective wealth management and protection require strategic, expert, and highly personalized guidance. We assist individuals and families in all areas of asset and succession planning, delivering tailored solutions through a multidisciplinary approach that combines financial, legal, and tax expertise.

With extensive experience in alternative assets beyond traditional securities markets and emerging sectors like cryptocurrencies, we help Clients define and implement strategies for asset allocation, protection, and wealth management, ensuring the preservation and growth of wealth across generations.

How we support your needs:

Asset protection

We assist in establishing trusts, family holding companies, and asset funds, ensuring secure, transparent, and efficient management of your assets.

Succession planning

We craft personalized strategies to ensure a smooth and effective generational transition, protecting asset value and minimizing the risk of conflicts.

Drafting family pacts

We help you navigate business succession, minimizing the risk of disputes and ensuring seamless continuity for the family business.

Tax optimization

We offer comprehensive tax advice to maximize efficiency, protect assets, and support Clients relocating to Italy under the flat tax regime.

Support for strategic investments

We identify top investment opportunities and design strategies to grow wealth, combining legal and tax expertise for a holistic approach.

Our approach is founded on three essential principles: tailor madeproximitymultidisciplinary

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Tailor made

Every asset is unique, as are each Client’s priorities and goals. We offer customized solutions with a keen focus on complex situations, including generational transitions and tax optimization.

Proximity

Building a transparent, ongoing relationship with each Client is key to understanding their needs. We work closely together, bringing in the right experts to ensure smooth, timely, and effective support.

Multidisciplinary

By blending financial, legal, and tax expertise, we craft optimal strategies to manage, protect, and grow assets, seamlessly integrating both innovative and traditional solutions.

Our expertise and meticulous attention to detail will guide you in every decision, offering discreet, efficient, and results-oriented support.

Have a question or need legal assistance?

Get in touch, and we’ll respond as soon as possible.


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