Private Client Services
Our team of experts is multidisciplinary and deals with passing on domestic or foreign assets to future generations, whether they are land assets or more commonly, businesses.
Our goal is to preserve family assets by ensuring their future integrity and, in the case of businesses, to ensure and preserve their continuity by planning and managing the generational transition and transfer of business leadership effectively and efficiently.
Our assistance extends to creating trusts and foundations and other vehicles to protect assets and reduce taxation on them.
To minimize the tax burden of private clients, we offer tax planning solutions with timely analysis of their current situation. By carefully preparing their annual tax returns, we ensure compliance with current regulations.
Generation transition planning
Starting with an in-depth analysis of the wealth to be passed on, its components, and the challenges it presents, we identify the best strategies to: preserve and grow the wealth over time, while ensuring its efficient transmission to future generations
We work closely with entrepreneurs and all key members of the company to plan the generational transition and transfer of business leadership. We create customized plans that take into account the specific needs and goals of our clients, ensuring that the transmission process goes smoothly and harmoniously.
Wealth succession and tax optimization
The current Italian tax system provides a number of concessions and specific rules that can help reduce the impact of taxes on inheritance and gifts.
Our team researches the best ways to optimize estate planning to minimize taxation including, for example, using trusts, foundations or gifts while living to transfer wealth in a more tax-efficient manner.
To ensure favorable wealth transfer, including transnational transfers, we work in partnership with Andersen professionals in Europe and around the world.
Planning for international assets
Our approach to planning is personalized because each individual’s has unique goals and asset composition and specific needs.
By assessing all factors that can affect estates, we can offer specialized tailor-made solutions to navigate the complexities of tax regulations related to estate planning and accounting, in all countries where Andersen Global operates.
Additional services for private clients
In addition to the main services described above, we also offer:
- Preparation of annual income and local tax returns
- Succession assistance for tax and civil law obligations
- Management of both domestic and foreign real estate assets
- Assistance in relocating from different countries.
Why choose Andersen for Private Client Services?
Our experience is at the service of High Net Worth Individuals for reasoned and personalized guidance amid the complexities of tax planning, so they can benefit from the most favorable regulations.
Working in coordination with international colleagues , we ensure compliance in jurisdictions where investments are located or those where clients choose to reside, even temporarily.
We also provide unique, customized accounting solutions designed for the specific needs of families and family offices, with the highest standards of objectivity, integrity and professionalism.
Collaboration with other Andersen specialist teams
Our goal is always to ensure the best possible result for our clients, according to their needs. Therefore, in delivering our services, the professionals on our team can —with the client’s approval— effectively work with other Andersen teams, such as:
- VAT, Indirect Taxes & Customs
- Tax Litigation
- Corporate Legal
- M&A
- Real Estate Valuation & Advisory