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Wealth Management

Our team specialized in wealth administration and management provides tax and corporate advice to individuals and private businesses holding or managing significant wealth. Our lawyers have extensive experience in this area and in-depth knowledge of the particular needs of this type of client, offering creative solutions to the complex legal, business and family matters involved in the efficient management of exceptional wealth, with high respect in each particular context for confidentiality and sensitivity of information, all within the framework of compliance of applicable legal obligations.

Through our multi-disciplinary approach and the personal dedication of the partners to these matters, we can offer a differential service, with periodic meetings where we share with the family the advantages and disadvantages of each alternative, guiding them to understand and assess the consequences of each decision to be adopted. We know that our services add a significant value far beyond the mere drafting of legal documents implementing the different planning aspects: we help each family to efficiently design the future of their wealth.

We also assist the owners of successful businesses in designing structures to preserve their value, including special remuneration packages and appropriate exit strategies, with clear distinction between personal wealth and business investments.