Private Clients and Family Estates: Wealth Planning and Trusts

Cordeiro Guerra & Associati has developed a consolidated and multidisciplinary expertise in tackling issues concerning private clients, including asset protection, family wealth management and assistance to the estate and succession planning, working alongside prominent Italian entrepreneurs and their families. In particular, the Firm offers a wide range of activities, which includes the following:

• Analysis of the overall wealth and segregation of personal and family assets from corporate ownership
• Drafting of family agreements regulating transfers of businesses and lifetime asset transfers, including specific clauses regulating entry into the company, shareholders voting agreements, restrictions on share transfer, etc.
• Corporate and tax structuring of business governance in support of the generational changeover
• Inheritance tax planning (real estate, financial investments, participations, works of art)
• Assistance on set up of charities and other non-profit bodies and on the tax issues associated with the acquisition, holding and sale of cultural assets and works of art.
• Assistance on taxation on trusts, foundations, financial and insurance products
• Transfer and regularisation of assets held in Italy and abroad