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Wealth & succession planning

We identify the most efficient structure for family and corporate wealth, assessing its legal, tax and inheritance aspects together – to build continuity across generations, protect what has been created and prepare the future of the business.

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01What we do

  1. 01

    Wealth analysis

    Review of family and business assets and their tax profile.

  2. 02

    Business succession

    Planning the transition: timing, instruments, roles and governance.

  3. 03

    Corporate reorganisations

    Family holding companies, separation of assets from operations, governance changes.

  4. 04

    Protection and diversification

    Diversification, protection and safeguarding of wealth.

  5. 05

    Business transfer

    Planning the sale or transfer of the business, including internationally.

02When to call us

  • You want to plan the succession of the family business in good time.
  • Your wealth is spread across several individuals and companies.
  • Several family branches are involved in the business and need clear governance.
  • You are considering relocating or investing abroad.

03Our approach

A multidisciplinary approach: we work with leading notaries in Bologna, integrating tax, civil-law and inheritance perspectives from the outset.

04Key contacts

    05Frequently asked questions

    When should succession planning start?

    As early as possible, while decisions can still be made calmly and with the founder fully involved. Early planning widens the range of options, reduces tax costs and prevents conflicts among heirs and shareholders.

    Do you work with the family’s notary?

    Yes. We regularly collaborate with leading notaries in Bologna and are glad to coordinate with the client’s trusted advisers.

    06Related services

    1. 04Mergers, acquisitions & reorganisations Mergers, demergers, contributions, acquisitions and disposals, due diligence.
    2. 02Corporate & international tax Groups, permanent establishments, inbound and outbound investment, international tax planning.
    3. 09Corporate finance & valuations Business plans, company valuations, banking analysis.

    Let’s talk about your business.

    A first, confidential meeting with one of our partners to understand your needs and explore possible solutions.

    Book a meeting