Legal Entities

The right legal structure

for sustainable asset protection

The choice of the appropriate legal structure for the long-term ownership and management of real estate assets requires a careful analysis of the relevant civil-law, tax and economic considerations. At the heart of our advisory approach is the development of a bespoke structure designed to strengthen asset protection, facilitate efficient management and, at the same time, ensure an optimised long-term tax framework.

Depending on the client’s objectives, we assess the suitability of different legal and asset-holding structures, including companies, foundations, trusts, funds and comparable arrangements. In doing so, we examine in particular the legal position of the asset-holding vehicle, ownership and control arrangements, the options for transferring assets, and the long-term implications for succession and wealth planning. The aim is to identify the structure that best meets the client’s individual requirements while providing legal certainty and flexibility.

A particular focus of our work is the protection of assets under civil law. We advise on the legal separation between the personal assets of the relevant parties and the real estate assets to be held, taking into account liability risks, powers of disposition, governance arrangements and potential succession scenarios. This approach is intended to establish a stable and transparent structure capable of providing lasting protection and continuity.

At the same time, we carefully consider the tax implications of each structure. In close cooperation with the relevant tax advisers and other specialist consultants, we analyse the tax treatment of the contribution, ownership, use and disposal of real estate, as well as the implications of distributions, transfers and succession arrangements. Our focus is not on short-term tax savings, but on establishing a legally robust, sustainable and tax-efficient overall structure.

Our advisory services are provided in German, Italian and English. This enables precise coordination with international families, investors, notaries, tax advisers and other professional advisers, creating a common basis for the implementation of complex cross-border structures.

We support our clients throughout the entire process, from the initial analysis and selection of the appropriate structure through its establishment and legal implementation, and on to its ongoing adaptation to changing personal, family or economic circumstances. The result is a comprehensive and coherent structure that combines asset protection, legal certainty, flexibility and tax efficiency.