Private Client Services

Traditionally, the firm assists private clients and their families by offering services tailored to their specific needs and supplemented, where necessary, with the additional skills of professionals from other Italian and foreign service lines.

Our team of experts deal with the transfer of assets to future generations, be it the ownership or land, domestic or abroad, or, more frequently, businesses. In this latter case, the team ensures and preserves the business’s ability to carry on as a going concern, planning and managing the generational transfer and the transfer of business leadership.

In addition to these activities, the service line offers the following dedicated services:

  • Preparation of annual income and local tax returns
  • Advice in inheritance matters for tax and civil formalities
  • Management of domestic and foreign real estate assets
  • Advice in relation to transfers from different Countries, addressing the related issues, and more generally, for what concerns family offices