Wealth management and family constitution: the comment on Italia Oggi

Andersen attorney and partner Nicole Frigo (expert in M&A, corporate advisory and asset protection) comments in an in-depth article published in Italia Oggi on the trend of large family businesses toward optimizing wealth planning and management. It is a focus accentuated by recent geopolitical and global health events, prompting entrepreneurs to question how to protect their investments.

This phenomenon has led to the growth of the wealth management industry, which encompasses services for those with “high ability to pay.”

Attorney Frigo devotes his talk to the “family constitution,” or family agreement: an instrument capable of unifying aspects related to the management of wealth and the family business, which is becoming more common among businesses that need to carry out generational transitions.