The Company offers a comprehensive and integrated service of estate planning. Our activity starts from the analysis of the client’s personal and financial situation, as well as of the client’s specific requirements...
WEALTH PLANNING
The main services offered:
SERVICES
PLANNING AND DRAFTING OF TRUST DEEDS
The planning and drafting of trust deeds is defined through a cycle of meetings and an on-going communication with the client and, in some cases, with their family members and personal consultants...
We can manage complex assets, including not only liquid assets/securities, but also properties, shares, valuable artworks etc., in Italy and abroad...
ACTIVITIES OF TRUSTEE AND CO-TRUSTEE
As for this service, the Company will guide, control and supervise the trustee’s management of the trust fund, ensuring that the interest of the trust and the beneficiaries are effectively met with respect to the trust deed and...
THE ACTIVITY OF A TRUST PROTECTOR
NON-PROFIT SECTOR AND VULNERABLE SUBJECTS
The Company puts its experience at the service of its client in order to support them in the establishment of foundations, associations, committees and other third sector entities...
OTHER SERVICES
Additionally, the Company provides the following services:
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assisting in drafting fiduciary agreements and taking on the role of guarantor;
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supporting trustees/protectors to perform their duties, through consultations upon request or outsourcing part of the activities, including compliance activities concerning Anti Money Laundering, Fatca, CRS, etc;
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due diligence on the trust’s assets managed by the trustee and the possibility to flag up improvements to the efficiency of the processes and risk management;
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preparing teaching material and planning courses on trust and, more broadly, asset planning;
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supporting the logistics of events on trust and, more broadly, asset planning;
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providing legal advice and assistance in civil and tax disputes.