{"id":24233,"date":"2026-01-07T13:18:17","date_gmt":"2026-01-07T13:18:17","guid":{"rendered":"https:\/\/beneggiassociati.com\/solutions\/wealth-planning\/"},"modified":"2026-11-12T11:10:49","modified_gmt":"2026-11-12T11:10:49","slug":"wealth-planning","status":"publish","type":"page","link":"https:\/\/beneggiassociati.com\/en\/solutions\/wealth-planning\/","title":{"rendered":"Wealth planning"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"24233\" class=\"elementor elementor-24233 elementor-23612\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7c3c695 e-flex e-con-boxed e-con e-parent\" data-id=\"7c3c695\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-7f456c0 animated-fast e-flex e-con-boxed elementor-invisible e-con 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data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Wealth planning<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4e7b536 e-flex e-con-boxed e-con e-parent\" data-id=\"4e7b536\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element- elementor-widget elementor-widget-html\" data-id=\"\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<style>.bi{--a:#389193;--d:#1f4f51;color:#2b2b2b;line-height:1.6}.bi *{box-sizing:border-box}.bi section{max-width:1140px;margin:0 auto;padding:48px 20px}.bi h1{font-size:clamp(28px,4vw,42px);line-height:1.2;margin:0 0 12px;color:var(--d)}.bi h2{font-size:clamp(22px,3vw,30px);margin:0 0 20px;color:var(--d)}.bi h3{font-size:19px;margin:0 0 8px;color:var(--d)}.bi p{margin:0 0 12px}.bi .lead{font-size:19px;max-width:720px}.bi .btn{display:inline-block;background:var(--a);color:#fff;padding:12px 26px;border-radius:6px;text-decoration:none;font-weight:600;margin-top:8px}.bi .btn:hover{background:var(--d);color:#fff}.bi .grid3{display:grid;grid-template-columns:repeat(3,1fr);gap:20px}.bi .grid6{display:grid;grid-template-columns:repeat(3,1fr);gap:16px}.bi .card{background:#fff;border-radius:10px;padding:24px;box-shadow:0 2px 10px rgba(0,0,0,.07);border-top:4px solid var(--a)}.bi .tile{background:#fff;border-radius:8px;padding:18px;border-left:4px solid var(--a)}.bi .steps{display:grid;grid-template-columns:repeat(3,1fr);gap:20px;counter-reset:s}.bi .step{position:relative;padding:20px 20px 20px 64px;background:#fff;border-radius:10px}.bi .step:before{counter-increment:s;content:counter(s);position:absolute;left:16px;top:18px;width:36px;height:36px;border-radius:50%;background:var(--a);color:#fff;font-weight:700;display:flex;align-items:center;justify-content:center}.bi .alt{background:#F5F5F5;max-width:none;padding:0}.bi .alt>div{max-width:1140px;margin:0 auto;padding:48px 20px}.bi .ex{background:#e8f3f3;border:2px dashed var(--a);border-radius:10px;padding:24px}.bi .ex b.tag{display:inline-block;background:var(--a);color:#fff;font-size:13px;padding:2px 10px;border-radius:20px;margin-bottom:10px}.bi details{background:#fff;border-radius:8px;padding:14px 18px;margin-bottom:10px;border:1px solid #dde}.bi summary{cursor:pointer;font-weight:600;color:var(--d)}.bi a.l{color:var(--d);font-weight:600}.bi .links{display:flex;gap:14px;flex-wrap:wrap}@media(max-width:800px){.bi .grid3,.bi .grid6,.bi .steps{grid-template-columns:1fr}}<\/style><div class=\"bi\"><section><h2 class=\"bi-main\">Wealth planning: a unified view of the assets of the individual and the family<\/h2><p class=\"lead\">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.<\/p><p class=\"forwho\" style=\"margin:14px 0 0;max-width:760px\"><strong>Who it is for.<\/strong> Individuals and families who want a unified view of their assets and liabilities.<\/p><a class=\"btn\" href=\"#bi-form\">Request an initial meeting<\/a><p class=\"how\" style=\"margin:10px 0 0;font-size:.95em\">Complete the form; the firm will reply proposing an initial meeting to assess the case.<\/p><\/section><div class=\"alt\"><div><div class=\"grid3\"><div class=\"card\"><h3>Overall view<\/h3><p>Real estate, shareholdings, business activities, debts, guarantees and income read as a single picture.<\/p><\/div><div class=\"card\"><h3>A readable structure<\/h3><p>A consistent, governable structure, without introducing unnecessary vehicles.<\/p><\/div><div class=\"card\"><h3>Oversight over time<\/h3><p>Income, indebtedness, family dynamics and regulatory and tax developments followed over time.<\/p><\/div><\/div><\/div><\/div><section><h2>How we work<\/h2><div class=\"steps\"><div class=\"step\"><h3>Mapping the perimeter<\/h3><p>List of assets, shareholdings, debts, guarantees and existing legal relationships.<\/p><\/div><div class=\"step\"><h3>Reorganisation and review<\/h3><p>Consistency of structures, relationship with income and financial flows, sustainability and resilience.<\/p><\/div><div class=\"step\"><h3>Implementation and control<\/h3><p>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.<\/p><\/div><\/div><\/section><div class=\"alt\"><div><h2>What is examined<\/h2><div class=\"grid6\"><div class=\"tile\"><h3>Assets<\/h3><p>Real estate and shareholdings.<\/p><\/div><div class=\"tile\"><h3>Liabilities<\/h3><p>Debts and personal guarantees.<\/p><\/div><div class=\"tile\"><h3>Income and flows<\/h3><p>Sustainability of the commitments made.<\/p><\/div><div class=\"tile\"><h3>Corporate structures<\/h3><p>Consistency and role of holding companies.<\/p><\/div><div class=\"tile\"><h3>Existing agreements and instruments<\/h3><p>Agreements between shareholders or family members and legal instruments already adopted.<\/p><\/div><div class=\"tile\"><h3>Succession<\/h3><p>Effects of the choices on the transfer of assets and debts, the continuity of corporate structures and the balance beyond the generational transition.<\/p><\/div><\/div><\/div><\/div><section><h2>Who it is for<\/h2><p>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.<\/p><\/section><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-736810c e-flex e-con-boxed e-con e-parent\" data-id=\"736810c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element- elementor-widget elementor-widget-html\" data-id=\"\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<style>.bi{--a:#389193;--d:#1f4f51;color:#2b2b2b;line-height:1.6}.bi *{box-sizing:border-box}.bi section{max-width:1140px;margin:0 auto;padding:48px 20px}.bi h1{font-size:clamp(28px,4vw,42px);line-height:1.2;margin:0 0 12px;color:var(--d)}.bi h2{font-size:clamp(22px,3vw,30px);margin:0 0 20px;color:var(--d)}.bi h3{font-size:19px;margin:0 0 8px;color:var(--d)}.bi p{margin:0 0 12px}.bi .lead{font-size:19px;max-width:720px}.bi .btn{display:inline-block;background:var(--a);color:#fff;padding:12px 26px;border-radius:6px;text-decoration:none;font-weight:600;margin-top:8px}.bi .btn:hover{background:var(--d);color:#fff}.bi .grid3{display:grid;grid-template-columns:repeat(3,1fr);gap:20px}.bi .grid6{display:grid;grid-template-columns:repeat(3,1fr);gap:16px}.bi .card{background:#fff;border-radius:10px;padding:24px;box-shadow:0 2px 10px rgba(0,0,0,.07);border-top:4px solid var(--a)}.bi .tile{background:#fff;border-radius:8px;padding:18px;border-left:4px solid var(--a)}.bi .steps{display:grid;grid-template-columns:repeat(3,1fr);gap:20px;counter-reset:s}.bi .step{position:relative;padding:20px 20px 20px 64px;background:#fff;border-radius:10px}.bi .step:before{counter-increment:s;content:counter(s);position:absolute;left:16px;top:18px;width:36px;height:36px;border-radius:50%;background:var(--a);color:#fff;font-weight:700;display:flex;align-items:center;justify-content:center}.bi .alt{background:#F5F5F5;max-width:none;padding:0}.bi .alt>div{max-width:1140px;margin:0 auto;padding:48px 20px}.bi .ex{background:#e8f3f3;border:2px dashed var(--a);border-radius:10px;padding:24px}.bi .ex b.tag{display:inline-block;background:var(--a);color:#fff;font-size:13px;padding:2px 10px;border-radius:20px;margin-bottom:10px}.bi details{background:#fff;border-radius:8px;padding:14px 18px;margin-bottom:10px;border:1px solid #dde}.bi summary{cursor:pointer;font-weight:600;color:var(--d)}.bi a.l{color:var(--d);font-weight:600}.bi .links{display:flex;gap:14px;flex-wrap:wrap}@media(max-width:800px){.bi .grid3,.bi .grid6,.bi .steps{grid-template-columns:1fr}}<\/style><div class=\"bi\"><section><h2>Support from artificial intelligence<\/h2><p>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.<\/p><\/section><div class=\"alt\"><div><h2>Frequently asked questions<\/h2><details><summary>Does wealth planning always involve holding companies or trusts?<\/summary><p>No. We do not start from the instruments: we reconstruct the estate and assess whether, and which, instruments are needed.<\/p><\/details><details><summary>Who is involved besides the firm?<\/summary><p>Where necessary, other professionals (for example lawyers or notaries), with a coordinated flow of information.<\/p><\/details><details><summary>Why look at the estate and the business together?<\/summary><p>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.<\/p><\/details><details><summary>Are results guaranteed?<\/summary><p>No. The path provides an orderly framework for deciding; outcomes depend on choices and circumstances.<\/p><\/details><\/div><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7a8f482 e-con-full animated-fast e-flex elementor-invisible e-con e-parent\" data-id=\"7a8f482\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-610f928 elementor-widget elementor-widget-html\" data-id=\"610f928\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<style>.eco{max-width:1290px;margin:0 auto;padding:56px 40px;box-sizing:border-box}.eco h2{font-size:clamp(22px,3vw,30px);margin:0 0 22px}.eco-g{display:grid;grid-template-columns:repeat(auto-fit,minmax(260px,1fr));gap:18px}.eco a{display:block;padding:20px 22px;border:1px solid rgba(128,128,128,.28);border-radius:12px;text-decoration:none;color:inherit;transition:transform .2s,border-color .2s}.eco a:hover,.eco a:focus-visible{transform:translateY(-3px);border-color:#389193;outline:none}.eco b{display:block;color:#389193;font-size:18px;margin-bottom:6px}.eco span{font-size:15px;line-height:1.5;opacity:.85}@media(max-width:600px){.eco{padding:40px 20px}}@media(prefers-reduced-motion:reduce){.eco a{transition:none}}<\/style><section class=\"eco\"><h2>Further reading<\/h2><div class=\"eco-g\"><a href=\"https:\/\/beneggiassociati.com\/en\/services\/strategic-consulting\/\"><b>Strategic consulting<\/b><\/a><a href=\"https:\/\/beneggiassociati.com\/en\/services\/tax-and-accounting\/\"><b>Tax and accounting<\/b><\/a><a href=\"https:\/\/beneggiassociati.com\/en\/investment-appraisal-calculator\/\"><b>Investment appraisal calculator<\/b><\/a><a href=\"https:\/\/beneggiassociati.com\/en\/partnership-or-limited-company-calculator-2026\/\"><b>Partnership or limited company calculator<\/b><\/a><a href=\"https:\/\/beneggiassociati.com\/en\/services\/campaign-income\/\"><b>Income tax campaign<\/b><\/a><\/div><\/section>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5ddaf6a e-flex e-con-boxed e-con e-parent\" data-id=\"5ddaf6a\" data-element_type=\"container\" data-e-type=\"container\" id=\"bi-form\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-c868c23 e-grid animated-fast e-con-boxed elementor-invisible e-con e-child\" data-id=\"c868c23\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-df11069 e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"df11069\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;,&quot;animation_delay&quot;:500}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-714c02c elementor-widget__width-initial elementor-widget-mobile__width-inherit elementor-widget elementor-widget-heading\" data-id=\"714c02c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Contact the firm<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cd4abcc elementor-widget-tablet__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"cd4abcc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Write to us: we will assess your situation together.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-15aa0bd e-con-full animated-fast e-flex elementor-invisible e-con e-child\" data-id=\"15aa0bd\" data-element_type=\"container\" data-e-type=\"container\" 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