Estate planning

Estate protection and succession
Through a specific analysis of the asset and family situation, we provide our customers with a clear picture:

• of the mapping of assets with respect to each heir, highlighting the peculiarities of each of them;
• the risk of each asset;
• the tax impact on heirs, i.e. the tax charges that will be passed over, real estate taxes and inheritance taxes on financial assets.

In addition, in compliance with their personal needs, customers will be able to achieve:

• a proper strategy to plan the transfer of assets to their heirs as efficiently as possible;
• the immediate calculation of the inheritance tax and related tax savings options;
• ability to exclude undesired relatives, while at the same time protecting those who are deemed worthy of protection;
• immediate protection of assets from professional liability, with specific focus on entrepreneurs and professionals, by protecting both human capital and family assets;
• proper succession of the company to the next generation.