The needs of high-net-worth individuals often present unique challenges, spanning both personal- and business-related matters and involving complex issues across multiple jurisdictions. Our firm offers comprehensive expertise across the spectrum of legal, tax and commercial advisory needs for private clients, including on cross-border successions.
Our clients include high-net-worth and ultra high-net-worth individuals and families, as well as single or multi-family offices, private foundations, and family trusts from across Europe and around the globe.
We regularly advise on issues such as estate and succession planning, inheritance involving wealth and business transfers, family business structuring and governance, wills and powers of attorney, asset structuring, retirement planning, and cross-border tax structuring and optimization, among others. For foundations and trusts, we offer significant expertise on issues such as formation and structuring, governance, tax and regulatory oversight.
More widely, we are able to bring to bear other relevant areas of expertise across our member firms should more technical advice be required. For example, our leading specialists in areas such as fine art, family-owned businesses, and white collar crime offer valuable resources and perspective for private clients.
We also offer a proven and respected team of litigators, arbitrators and mediators in the event of disputes, whose primary objective is to seek the best outcome for clients – and often not involving the courts at all.
Moreover, thanks to the peculiarities of the tax legislation applicable in Italy, we provide specific advice to clients who have not been tax resident in Italy in the previous ten years and who can establish their residence here enjoying an extremely favourable regime.
Not secondarily, our team of professionals is able to support clients in the area of inheritances and donations, in a country that offers one of the lightest tax regimes in the world, making it possible to effectively pass on assets to descendants.
