Family assets and succession planning

Our approach

We assist entrepreneurs and individuals in the conception, implementation and management of the best strategies for the enhancement, protection and succession of family assets. We also provide assistance to high net work individuals and family offices in the ordinary management of their assets, as well as in investment, divestment and other extraordinary transactions, both nationally and internationally.


  • Definition of the legal and fiscal structure of the transaction
  • Support to family offices and HNWI in the management, divestment and reinvestment of their assets
  • Management of succession transfers
  • Corporate governance for family-owned businesses
  • Definition of succession strategies and generational continuity plans
  • Customised tax strategies
  • Trusts
  • Asset funds
  • Assignment deeds
  • Establishment of family offices, reporting services and support in the implementation of investments
  • Reconstruction of the hereditary axis and its legitimated and available shares
  • Definition of testamentary provisions and hereditary divisions
  • Trust mandates
  • Declarations of inheritance
  • Agreements for the management of artworks and private collections
  • Assistance to foundations and in philanthropic projects