Heritage Management Process

Preserving the heritage while ensuring harmony among family members and ensuring business continuity (and generally wealth continuity) are the guiding principles that drive the activity of the firm when assisting clients in generational transition processes. In this context, we focus on identifying the most effective tools to guarantee the transfer of wealth. Starting with a phase of mapping the assets and understanding the needs of all parties involved, we proceed to define an appropriate succession strategy, both from a legal and tax perspective. The firm also supports clients in the actual implementation of the chosen strategy.

Plan your Tax Strategy

Contact us to define a personalized tax strategy for you and your company, in order to maximize profits and minimize tax risks.