Typical client
Multi-jurisdiction UHNWI
Individuals with financial, real estate, and equity holdings spread across multiple countries who need a consolidated, tax-efficient, and durable ownership structure.
Wealth Structuring
Cross-border wealth structures for individuals and families with international holdings.
Design and implementation of cross-border holdings, trusts, private foundations, investment vehicles, and multi-jurisdictional estate planning schemes, integrated with the client's tax planning.
Who it's for
Who this practice serves.
Typical client
Families planning succession
Families planning the wealth transition to the next generations with tools for segregation, protection, and governance of the wealth.
Typical client
Founders post-exit
Entrepreneurs who have realized a major liquidity event and need to structure the resulting wealth for reinvestment, family holdings, or estate planning.
What we do
Wealth Structuring.
- Holding companies structured by jurisdiction (Italy, Luxembourg, Netherlands, UK).
- Trusts and private foundations for wealth protection and segregation.
- Dedicated investment vehicles (SPVs, partnerships) for alternative assets.
- Multi-jurisdictional estate planning with coordination of local counsel.
The method
How we work.
01
Wealth mapping
Full inventory of assets (financial, real estate, equity, alternative) with analysis of holding jurisdictions and existing regulatory constraints.
02
Structure design
Selection of the most appropriate jurisdictions and instruments — holdings (Italy, Luxembourg, Netherlands), trusts (Common Law), private foundations (Liechtenstein, Panama), SPVs.
03
Implementation
Coordination with local counsel on entity setup, wealth contributions, anti-money laundering due diligence, and the opening of banking and fiduciary relationships.
04
Governance and maintenance
Definition of shareholders' agreements, rules of access to wealth, trustee and protector roles, and annual reporting framework for beneficiaries.
Output
What we deliver.
Every mandate concludes with concrete, formal, and archivable deliverables.
- Wealth structure memorandum
- Deeds of incorporation and bylaws
- Shareholder and beneficiary agreements
- Consolidated annual reporting