Assets and heritage management

Organisation of estates, succession plans and generational transitions; family pacts.

The firm assists clients in the organisation of family assets and the planning of generational transitions.

Thanks to a consolidated experience and the assistance of important realities, the Firm identifies effective, innovative and ‘tailor-made’ legal solutions to the client’s specific needs and family objectives and values, which accompany and guide the generational transition over time, enhancing the personality and know-how of the entrepreneur and the skills of the new generations.

The technical tools used include the planning of the corporate structure of holding and family companies, including the drafting of statutes with state-of-the-art governance rules, wills, trust mandates, family pacts and trusts.