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Private Clients and Wealth Management

Why Choose Our Italian Probate Lawyers?

Our Private Clients Department has been built with an interdisciplinary team of professionals to assist individuals with any kind of wealth transfer transaction through the extremely bureaucratic Italian system.

Tax and Estate Planning: thanks to our multidisciplinary team of professionals we offer our clients a complete assistance with setting up and planning their estate.

Our team has assisted several clients with the creation of a trust, advising on the most favourable jurisdiction and the subsequent implications of the applicable law.

We also offer preliminary tax planning and assistance in the relocation process, including the property sale and the property purchase, long-term investments and wealth transfer “inter vivos”, in order to understand which solution may be more tax efficient.

Probate: Our assistance comprises every legal aspect of a probate, including the preliminary determination of the applicable law, the granting of probate, legal satisfaction of the outstanding creditors, securing the possession of the assets and all the related cross-border tax implications of an international probate. Sometimes probate includes assistance in trust matters, when the testator bequeaths their assets to a trust. Our professionals may be appointed as executor or trustee, or may appoint one on your behalf to manage the estate secured in trust. Our professionals advise professional trustees, executors and administrators, as well as High Net Worth individuals and charities, who are beneficiaries of domestic and foreign trusts.

Real Estate: Our real estate team has a considerable experience which includes the assistance in the sale and purchase of private properties, investments and portfolios, developments and construction, and real estate financing.

As a multilingual and multidisciplinary team, domestic and foreign clients benefit from our services, from construction, final unit sales and conveyancing to real estate investments, and project managing cross-border transactions, including re-sale.

For clients wanting to develop their own land, our team provides assistance in development projects and sales or leases. Sales can also be completed by setting up joint ventures or other types of association.

Our Real Estate team also includes architects, engineers and other experts to provide developers, investors and purchasers with due diligence, estimates, surveys and market researches. The team works closely with the Litigation Team, which represents clients in disputes arising from real estate contracts, authorisation denials and administrative law issues together with the Tax advisory Team: they work out practical and tax-efficient solutions suitable for every sort of real estate transactions.

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