The Family and Wealth Governance service focuses on structuring and managing both family relationships and assets to ensure long-term sustainability and harmony. It aims to align the family's values with their wealth management strategies, ensuring smooth generational transitions and mitigating risks. Key elements include:

• Governance structures: Implementing systems for decision-making, leadership roles, and resolving conflicts within the family.
• Succession planning: Ensuring an orderly transfer of wealth across generations, maintaining business continuity.
• Legal agreements: Using family agreements and pacts to formalize governance and protect against internal disputes.

This service helps families manage complex dynamics while securing the preservation and growth of their wealth for future generations.

The Asset Protection service focuses on safeguarding family assets from external threats such as creditors, ex-spouses, and tax authorities. It offers tailored strategies to protect wealth, ensuring compliance and tax efficiency. The service uses various legal tools and structures, such as:

• Family funds: Designed to protect assets within a family context.
• Insurance policies: Often used to shield financial assets from claims.
• Destination deeds: Legal instruments that direct the use or transfer of assets, offering additional protection.

The goal is to ensure the long-term preservation of wealth while minimizing exposure to legal and financial risks.

The Succession Planning service focuses on the smooth and efficient transfer of wealth to the next generation, particularly in family businesses. It helps ensure continuity of ownership and family unity by using various legal and financial tools to structure the transfer in a tax-efficient manner. Key elements include:

• Family agreements: To manage relationships and expectations within the family.
• Donations and wills: Tools to organize the transfer of assets during the owner's lifetime or upon their death, with potential tax advantages.
• Insurance policies: Often used to bypass the formal succession process, potentially avoiding inheritance taxes and legal complications.

The goal is to secure the long-term sustainability of family wealth and reduce the risks of disputes or mismanagement.

We provide comprehensive support to clients relocating to Italy, leveraging the most efficient tax and immigration regulations, such as the “Flat Tax Regime” and the “Investor Visa”. Our services include managing all related aspects, such as:

• Real estate accommodation
• Insurance policies (when necessary)

Additionally, we assist clients throughout the process of obtaining Italian citizenship.

The Trusts and Foundations service is designed to protect and manage family wealth over the long term while ensuring its proper distribution according to the founder's wishes. These structures offer flexibility and legal protection for both financial and non-financial assets. Key aspects include:

• Trusts: A legal arrangement where assets are managed by a trustee for the benefit of beneficiaries. Trusts can offer tax advantages, asset protection from creditors, and control over how and when assets are distributed.
• Foundations: Often used for philanthropic purposes or to manage wealth for the benefit of future generations, providing a legal framework for long-term asset preservation and charitable activities.

Both tools help in ensuring privacy, asset protection, and the orderly transfer of wealth, while also potentially offering tax benefits and legal safeguards.

The Philanthropy service helps families and individuals structure their charitable giving in a strategic, impactful, and tax-efficient way. It allows for the creation of sustainable philanthropic initiatives that align with the family's values and goals. Key elements include:

• Foundations: Setting up private foundations to support charitable causes over the long term, providing legal and financial structures to manage donations.
• Strategic giving: Offering advice on how to maximize the impact of donations, including selecting causes, planning contributions, and ensuring compliance with legal requirements.
• Legacy planning: Ensuring that philanthropic efforts are part of the overall wealth management strategy, contributing to the family's legacy across generations.

This service helps structure charitable activities in a way that benefits both the causes supported and the family’s broader financial and legacy goals.