Wealth planning

Generational Transition of Family Businesses

The generational transition of a family business is one of the most delicate and complex operations in the management of a family business. A successful transition requires careful planning and proper management of family, business and tax dynamics. We offer advice on:

• Generational transition planning and management: assistance in defining a structured plan for business transfer, considering legal, estate, tax and family aspects.
• Management of family and business issues: help in devising solutions to resolve family conflicts related to succession and in creating arrangements that promote business continuity and the involvement of new generations.
• Tax optimization of the transfer: support to reduce the tax impact of the transfer, through instruments such as holding companies, trusts or donations, taking into account national and international regulations.

Our advice is aimed at preserving the value of the business and ensuring the family's peace of mind, helping to plan a gradual and sustainable transition, not forgetting tax optimization.

Structuring of Corporate Holding Companies

The establishment and structuring of corporate holding companies is a strategic opportunity to optimize the management of corporate holdings and assets, improving tax and operational efficiency. We offer advice on:

• Holding company creation: assistance in designing and implementing a holding company to centralize the management of corporate holdings, optimize financial resources, and facilitate tax planning.
• Management of shareholdings: support in defining ways to control and manage investee companies, and in creating governance structures suited to family or business needs.
• Tax optimization and operational benefits: advice on how to take advantage of the tax benefits of setting up a holding company, such as the management of tax losses, exemption on capital gains, and other tax benefits provided by local and international regulations.

Our solutions are designed to ensure maximum efficiency in the management and protection of business assets, promoting business growth and strength.

Establishment of Private Trusts and Foundations

The establishment of private trusts and foundations is a key strategy for asset protection, estate planning and family wealth management. We offer advice on the establishment of:

• Trusts: support in establishing family or business trusts to protect assets from property risks, plan for succession, and distribute assets according to the settlor's wishes. Advice includes choosing the type of trust (e.g., discretionary trust, charitable trust) and drafting the relevant clauses.
• Private foundations: assistance in the creation of private foundations, instruments for managing and protecting assets, but also for pursuing charitable or philanthropic purposes. We help define the foundation's mission, governance, and funding arrangements.
• Trust management and administration: advising on the management and administration of the trust through continuous monitoring of activities and asset protection, ensuring that the stated purposes are met.

These instruments provide important asset protection and enable long-term goals for the good of the family or community.

Asset Protection and Tax Optimization

Asset protection is an essential element in preserving family assets from legal, economic, and tax risks. Tax optimization, on the other hand, is crucial to maximize returns and reduce the impact of taxes. We offer:

• Asset protection: advice on legal tools to protect assets from risks related to lawsuits, divorce, insolvency, or other asset issues. These tools include the establishment of trusts, holding companies, insurance policies and other customized solutions.
• Tax optimization: tax strategies to reduce income, inheritance, gift and capital gains taxes by taking advantage of available domestic and international tax instruments.
• Succession planning: advice on creating a tax and estate strategy to transfer assets to the next generation with minimal fiscal impact, taking into account current regulations.

With an integrated approach, we help families and businesses protect and optimize their assets while reducing risk and improving fiscal management.

Succession Planning and Inheritance Divisions.

Estate planning is essential to ensure that family wealth is passed on fairly and without conflict among heirs. We offer advice on:

• Estate planning: support in drafting wills, estate plans and family agreements to ensure that assets are distributed according to the testator's wishes, minimizing disputes and optimizing tax liability.
• Inheritance divisions: assisting in the management of inheritance divisions, helping to resolve conflicts between heirs and equitably define the distribution of assets, through legal solutions such as the assignment of shares, the use of trusts or other forms of agreement.
• Business succession plans: advice on planning the transfer of a family business to the next generation, considering both business and tax and estate aspects.

Our experience enables us to ensure a smooth and well-structured succession, avoiding litigation and optimizing tax and estate aspects.

Establishment of Third Sector Entities

The establishment of third sector entities is an effective way to carry out projects of social, charitable and cultural interest. We offer assistance in:

• Establishment of associations and foundations: advice on the establishment of third sector entities, such as nonprofit associations and foundations, supporting in compliance with legal and tax regulations.
• Management and administration of nonprofit entities: assistance with operational management and the preparation of financial statements and tax documentation to ensure that the entity is operating in compliance with required regulations.
• Taking advantage of tax breaks: advice on accessing tax incentives, donations, and benefits reserved for nonprofits, such as gift tax deductions and tax exemptions on charitable activities.

Third sector entities are a powerful tool for pursuing social and community goals, and we offer comprehensive support to ensure that these initiatives are properly managed and funded.