Wealth Structuring & Protected Options

Managing cross-border assets requires a Review that evaluates options ranging from Holding Companies and Trusts to Fondi Patrimoniali.

Key Research & Considerations

We research the reporting requirements, administration costs, and tax treatments for various holding structures. We evaluate Jersey 'Firewall' provisions and Art 9A reserved powers to help ensure assets are structured according to needs while remaining compliant with Italian wealth reporting of foreign assets.

Key Service Pillars

• Structure Review: Evaluating the suitability of holding companies, trusts, and will trusts based on your asset profile.
• Asset Protection: Assistance with Family Pacts (*Patti di Famiglia*) and Fondi Patrimoniali for long-term security.
• Wealth Reporting: Oversight for mandatory declaration of global wealth (*Quadro RW*, *IVIE*, *IVAFE*).
• Gift Structuring: Reviewing the tax and legal implications of lifetime gifts and inter-generational transfers.
• Insurance Wrappers: Assessing the utility of specifically structured insurance products for tax optimization.