Succession and wealth planning

We advise private clients and families on wealth planning, succession matters and inheritance disputes, with particular focus on cases involving international elements.

Our work includes the structuring of wealth planning and generational transfer strategies, the protection and organisation of family assets and the design of legal solutions aimed at ensuring continuity in the management of both personal wealth and family businesses.

We assist in both domestic and cross-border successions involving assets, heirs or interests located in multiple jurisdictions, supporting clients on applicable law, succession and tax compliance, and coordination with foreign professionals where required.

Activities undertaken
  • Inheritance planning process and family assets protection
  • Assistance in drafting of wills
  • Institution of heirs and legacies
  • Donations in compliance with the legitimate sum
  • Advice on trust matters and their impact on the Italian legal system
  • Start of the inheritance process
  • Legitimate and testamentary inheritance
  • Inheritance declarations
  • Renunciation of inheritance, acceptance of inheritance and acceptance with benefit of inventory
  • Agreements on the division of the estate
  • Rights of the legitimate heirs who have been neglected
  • Liquidation of the estate
  • Management of heirs’ relationships with banks
  • Legal assistance
  • International heritage