Private Client – High Net Worth Individuals
Lawyalty regularly assists private clients (including Italian and foreign HNWIs) with the management, protection and transfer of family wealth, including in the context of generational transition, as well as family offices (domestic and international), fiduciary companies and trusts. We provide legal and tax advice in the following areas:
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Generational transition of family business
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Planning, management and protection of family assets
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Drafting of the relevant wealth management instruments: wills, fiduciary mandates, insurance policies, family agreements (patti di famiglia), holding companies, foundations, etc.
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Establishment of Italian and foreign trusts in collaboration with a well-established network of highly qualified trust management companies and fiduciary firms
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Resolution of issues relating to the succession or transfer, in whole or in part, of the family business and/or family assets (movable and immovable)
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Resolution of matters concerning family law, succession law, corporate law and real estate law
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Flat tax applications under Art. 24-bis of the Italian Income Tax Code (TUIR) for wealthy new residents