Our firm assists entrepreneurs, companies, and families with estate and succession planning, employing an integrated legal approach that aligns business, family, and tax considerations with the interests of all stakeholders.

Asset protection is about safeguarding property from external risks, but above all, it is about managing generational transitions, preventing conflicts between shareholders or heirs, and preserving the economic and functional value of what has been built over time.

A portfolio—whether corporate or family-based—becomes vulnerable when managed in silos, leading to fiscal, relational, and economic risks.

Our assistance begins with an in-depth understanding of the asset structure and family or corporate dynamics. We aim to prevent common issues such as unmanageable hereditary co-ownership, challenged wills, decision-making deadlocks in family businesses, or the erosion of value over time.

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Legal Instruments and Tools

Based on the characteristics of the assets and the client's objectives, the firm provides assistance in designing and managing complex legal operations, including:

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• Trusts and other asset segregation instruments

• Family wealth funds (Fondo patrimoniale)

• Family business agreements (Patto di famiglia) for the transfer of businesses or shareholdings

• Drafting of Wills and Deeds of Gift

• Establishment and management of Simple Partnerships (Società semplici), Holdings, and corporate vehicles

• Foundations and purpose-restricted assets

• Management of inheritance litigation and asset-related disputes

 

The Advantages of Effective Wealth Planning

Proper planning first and foremost protects assets from third parties, reducing exposure to creditors, foreclosures, or legal actions. Simultaneously, it provides greater security for heirs by minimizing the risk of litigation often caused by unclear or unbalanced arrangements.

In a business context, wealth planning is essential to ensure business continuity, preventing succession from leading to fragmentation, paralysis in decision-making, or loss of competitiveness. A further benefit is tax optimization: structuring the transfer of assets in advance allows clients to take advantage of exemptions, reliefs, and favorable tax regimes provided by current legislation.

 

Our Approach

Our firm’s work begins with a thorough preliminary analysis to identify critical issues, potential risks, and areas for improvement in the existing asset structure. Based on this assessment, we define an integrated strategy, often combining multiple legal tools to achieve a stable and consistent result.

Planning is never static: adopted solutions are reviewed over time to adapt to family changes, business evolution, and legislative or fiscal updates. This ensures that assets remain protected and functional in the long term. We support the client through their most delicate choices, maintaining a long-term vision and focusing on the practical consequences of every decision.
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