Many years of experience working in a wide range of sectors alongside entrepreneurs with growing or struggling companies, startuppers or heirs of successful entrepreneurs have given us the opportunity to field test the fiscal, financial and governance variables that must be managed during discontinuity events of companies and business families.

In our professional activity, we had the opportunity to deal with various types of discontinuity events: investments and divestments of private equity funds, corporate, financial or governance reorganisation, the arrangement of family pacts or the management of inheritances and donations. At all these times, in our view it is essential that there be a trust relationship with clients based on a long-term perspective and transparency. 

We seek to help our Clients in managing discontinuities in a rational and strategic manner, providing them with years of experience in the field, relationships and technical know-how. 

Our clients include a number of family holdings, which we assist in structuring processes in cooperation with notaries and lawyers, as well as in the provision of technical advice on financial taxation and CRS/DAC6 issues, all of which are specialities of the firm.

Of course, if required, we also take care of bookkeeping and tax returns. In the case of particularly complex portfolios for bookkeeping purposes we work with GSA to whom we provide assistance on tax matters. 

Thanks to the Partners' twenty years of experience, the firm assists Trustees and Family Offices, both Italian and international, providing tax and governance assistance to their own structure or in respect of their clients and also to properly manage contributions, distributions and agreements between beneficiaries/family members.

In our experience Family Offices need a simple structure, clearly defined values and objectives, periodic review of asset and investment targets, effective risk management. To help Family Offices, it is necessary to be independent and flexible. We identify with these features. 

Our vocation is to help Clients in having a clear understanding of all the tax and structuring matters because we believe this is the best way for professionals to deal with estate planning. Our aim is to help our Clients in facilitating the growth, protection and handover of their assets according to their wishes.

That's why we analyse your wealth structure alongside with you in order to find the best solution to optimise your position with proper tax, wealth and financial planning.

For HNWIs, fiduciary companies or family offices we advise on the taxation of financial products, the reinmbursement of foreign withholding taxes as well as the efficient structuring of investment transactions and the acquisition of real estate, works of art, aircraft and ships.

We are increasingly involved - also because of the growing relevance of international clients for our firm  - in providing tax and financial assistance on assets held abroad or on investments in Italy by foregneirs, dealing with cross-border issues.

Another growth business in our activity concerns the assistance to sportsmen or artists, sometimes within a relocation project in Italy, who need to put their assets in order and dealing with taxation in a careful and professional way.

Of course, we will also take care of your tax return.

In an increasingly interconnected and global world, where even Countries are competing to attract talents and capital, Italy has chosen to take part in this competition and over the last five years has introduced a series of pro-attraction provisions ("Inbound workers", "New Residents", "Retirees", etc.).

In this field we advise on the preparation and implementation of the relocation process to and from Italy, advising our clients in in choosing the most convenient tax regime provided by the law, also through the filing of dedicated rulings.   

In recent years, we have gained considerable experience in dealing with the Italian tax authorities through a series of rulings, some of significant value, which we have filed and discussed successfully.

Next to taxes, we consider related legal, estate and inheritance issues (e.g. adjustments to existing matrimonial and estate planning arrangements) and social security questions. .

Where necessary we will obtain necessary permits.