The increasing international mobility of individuals and wealth, generational transitions in family businesses, and growing transparency and compliance requirements are making the management of the interests of entrepreneurial families and individuals with significant wealth increasingly complex.

Private clients, entrepreneurial families, HNWIs and UHNWIs now require comprehensive advice capable of coordinating tax, succession planning, family governance, wealth structures and international mobility, while taking into account the implications arising from individuals, businesses and assets located across multiple jurisdictions.

Timely wealth and succession planning makes it possible to manage the tax, civil law and financial implications of generational transitions efficiently, preserve continuity in ownership and governance structures, and reduce the risk of unexpected issues.

OUR SERVICES

We advise private clients, entrepreneurial families, family offices, HNWIs and UHNWIs, both Italian and international, on the structuring and management of their personal and financial interests, with particular attention to cross-border matters.

Our advice covers, among other areas:

• wealth and succession planning, including cross-border estates and gifts, particularly where assets and heirs are located in multiple jurisdictions
• generational transitions involving family businesses and shareholdings, including the advance planning of ownership, control and governance structures
• international taxation of individuals and wealth, including income and financial and real estate assets held abroad, tax reporting obligations and the application of double taxation treaties
• transfers of tax residence to and from Italy and tax regimes available to new residents
• trusts, foundations, family holding companies and other wealth planning and asset protection structures
• family governance and family offices, including the coordination of advisers and structures across different jurisdictions
• dealings with the tax authorities, including advance tax rulings, tax audits, regularisation procedures and tax litigation.

By combining tax, civil and corporate law expertise with an established worldwide network of international correspondents, we assist clients in developing coordinated solutions across multiple jurisdictions, with the aim of anticipating the implications of future wealth transfers and generational transitions, reducing areas of uncertainty and ensuring the long-term continuity of family and business structures.

Companies operating in this sector face a highly regulated environment shaped by national, EU and international legislation, as well as export restrictions, foreign investment screening and increasingly complex compliance requirements.

OUR SERVICES

We advise industrial companies, multinational groups, suppliers and operators active in the defence, security, aerospace and dual-use sectors, as well as investors and institutional players.

Our assistance covers:

• defence and security sector regulation
• authorisations, licences and export restrictions
• export controls and dual-use regulations
• dealings with national and EU authorities
• participation in public tenders and procurement procedures
• commercial and industrial contracts
• compliance, Legislative Decree 231/2001 organisational models and anti-corruption matters
• corporate transactions and foreign investments
• administrative and judicial litigation.

Our experience in regulated industries enables our team to assist clients in managing sensitive projects involving complex regulatory issues.