Estate planning

We provide tax and legal advice in the estate planning area so as to support customers in the important phase of their life represented by estate succession to heirs, which must increasingly be considered as a plan and not as an event.  

We guide customers throughout all phases of the generational transition, with a targeted approach aimed at ensuring the correct management of the heirs' future from a financial and entrepreneurial point of view, at understanding the tax situation and offering support in the various succession areas, providing tailor-made advice and a wide range of solutions.

Our approach consists of structuring an advisory process shared with customers and defined on the basis of individual needs following a process broken down into the following phases:

• Preliminary survey to gain an insight into customer needs;
  
  
• Analysis of personal / corporate assets;
  
  
• Valuation of assets;
  
  
• Analysis of the strategies aimed at achieving the set objective;
  
  
• Implementation of the identified solution;
  
  
• Verification of the result and updating of the solution in case of new needs.

Our advice is intended for:

• entrepreneurs, for the transfer and protection of corporate assets and therefore to guarantee them the generational continuity of their businesses;
• families, for the transfer and protection of family assets (business, real estate and financial) and therefore to ensure a balanced and smooth succession to heirs;
• banks, their wealth management structures, wealth and financial advisors, to guarantee their business clients and families tailor-made estate planning solutions for the transfer and protection of assets.