to enhance their value
The protection and enhancement of asset value requires combining personal, family and enterprise interests and positions, to ensure effective management for future generations.
An effective wealth structure can use family arrangements, holding companies, trusts, fiduciary schemes, insurance policies, Specialised Investment Funds (SIFs) and closed-end securities funds to enhance the value of its assets.
HOW WE CAN SUPPORT YOU
We assist clients in evaluating and planning the best way to protect their personal and family assets. We design specific solutions, enhancing and protecting even articulated assets and complex family situations thanks to our expertise in the legal, corporate, tax and financial fields.
We support entrepreneurs in the generational transition to protect personal, family and business assets. We support them in the management of donations, wills and family arrangements, holding companies and trusts, also in combination with fiduciary mandates and life policies. We design succession plans, shareholders’ exit plans and managerialisation processes.
We structure corporate reorganization transactions and create family holdings. We design the corporate model to optimize relations between family and governance. We plan the inclusion of family members in corporate roles and the establishment of representative bodies for family members not involved in the management.
We carry out a comprehensive analysis of assets, assessing the consistency of liquidity management and/or other illiquid investments. We assist in the selection of financial intermediaries, the definition of the reporting system and the implementation of the process towards an objective structure of liquid and illiquid Assets.