Wealth planning
Wealth planning: a unified view of the assets of the individual and the family
We reconstruct and organise the estate in its real composition, assets and liabilities, so that choices are consistent with one another and sustainable over time.
Who it is for. Individuals and families who want a unified view of their assets and liabilities.
Request an initial meetingComplete the form; the firm will reply proposing an initial meeting to assess the case.
Overall view
Real estate, shareholdings, business activities, debts, guarantees and income read as a single picture.
A readable structure
A consistent, governable structure, without introducing unnecessary vehicles.
Oversight over time
Income, indebtedness, family dynamics and regulatory and tax developments followed over time.
How we work
Mapping the perimeter
List of assets, shareholdings, debts, guarantees and existing legal relationships.
Reorganisation and review
Consistency of structures, relationship with income and financial flows, sustainability and resilience.
Implementation and control
Where needed, legal and corporate instruments (holding companies, trusts, agreements) consistent with the design, also assessed for their effects on the transfer of assets and the continuity of companies; then periodic review.
What is examined
Assets
Real estate and shareholdings.
Liabilities
Debts and personal guarantees.
Income and flows
Sustainability of the commitments made.
Corporate structures
Consistency and role of holding companies.
Existing agreements and instruments
Agreements between shareholders or family members and legal instruments already adopted.
Succession
Effects of the choices on the transfer of assets and debts, the continuity of corporate structures and the balance beyond the generational transition.
Who it is for
For individuals and families with a composite estate, which can no longer be managed through individual decisions taken at different times. Legal instruments are not the solution but make it possible to implement it, and remain subordinate to overall sustainability. Choices are read in a coordinated way, also with other professionals where needed.
Support from artificial intelligence
Artificial intelligence tools support summaries of asset positions and tax scenario simulations. The benefit is less time on repetitive tasks and checks applied systematically. Every result is reviewed by the professional, in line with the code of professional ethics.
Frequently asked questions
Does wealth planning always involve holding companies or trusts?
No. We do not start from the instruments: we reconstruct the estate and assess whether, and which, instruments are needed.
Who is involved besides the firm?
Where necessary, other professionals (for example lawyers or notaries), with a coordinated flow of information.
Why look at the estate and the business together?
Because the personal sphere, the family and the business influence one another: one choice can affect the others in ways that are not immediately visible.
Are results guaranteed?
No. The path provides an orderly framework for deciding; outcomes depend on choices and circumstances.
Contact the firm
Write to us: we will assess your situation together.
Contact us
Write us a few lines; we reply on working days.