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Wealth engineering Milan notaries

Information

Asset engineering

Our work is closely linked to the major events that can occur in families. We support you in these situations and help you to put in place the legal tools you need to protect yourself. Faced with the new demands of modern family life and tax and international constraints, we devise and organise solutions tailored to your situation.

Our Family Office team is made up of specialists. We offer a personalised solution for each client, including :

- structuring and optimising your business and personal assets,

- planning your transfer,

- monitoring your personal tax situation (income tax, property tax, etc.),

- a private secretarial service that frees you from all the problems associated with property and personal insurance, and the management of household staff,

Office know-how

- Protection at the time of union or during the union marriage contract, civil solidarity pact, change of matrimonial property regime,

- Termination in the event of separation/divorce or death : liquidation of the matrimonial property regime, division/assignment by way of auction with or without undivided ownership, settlement of the estate, family agreements,

- Anticipating the transfer of assets The following types of gift are available: simple gift, shared gift, transgenerational shared gift, gradual or residual gift, Dutreil pact, family LBO, ownership dismemberment, quasi-usufruct agreement, early waiver of the reduction action,

- Setting up family companiesThese companies may or may not be subject to corporation tax,

- Prevention of incapacity and last wishes on end-of-life care Future protection mandate, posthumous mandate, advance directives,

- Estate planning : wills, life insurance beneficiary clauses, measures to protect a vulnerable relative,

- Family Office - Our Family Office team is made up of around twenty specialists, who orchestrate the wealth management of our clients. We offer a comprehensive, personalised solution, a natural extension of our wealth engineering and management services, which are the two pillars of our business model for all our customers.

- Wealth engineering and international law Matrimonial property regime (declaration of the law applicable to the matrimonial property regime), international donation, testamentary dispositions in the presence of a foreign element, choice of the law applicable to one's succession (professio juris), International transmission