Wealth Planning

Forward-looking wealth planning –

structured, secure, and sustainable

Sustainable wealth planning requires a comprehensive assessment of your personal, legal, and tax circumstances. Our advisory services focus on developing tailored strategies for the long-term structuring, protection, and transfer of assets. By integrating legal and tax considerations, we aim to ensure that your wealth is structured as efficiently and securely as possible for the future.

We advise in particular on the structuring and management of private and real estate assets, as well as on the selection of appropriate legal structures. Depending on your personal and family circumstances, we assess the suitability of companies, foundations, trusts, and other legal vehicles and work with you to develop solutions for asset protection, succession planning, and long-term wealth preservation.

A particular focus of our practice is the legal structuring of asset transfers. We advise and assist with gifts, lifetime transfers in anticipation of succession, wills and other testamentary dispositions, and other forms of asset transfer, taking into account both civil law and tax implications. Our aim is to ensure that assets are transferred to the next generation or other intended beneficiaries in an orderly and, where possible, tax-efficient manner, while identifying and mitigating potential conflicts and legal risks at an early stage.

At the same time, we analyse the tax implications of the respective wealth structure in cooperation with our tax advisers. In particular, we consider income tax, inheritance and gift tax, as well as other relevant taxes and the tax implications of cross-border asset structures. This provides a sound basis for long-term tax planning and legal certainty.

Our advice is available in German, Italian, and English and is aimed in particular at high-net-worth individuals, entrepreneurs, and families with domestic or international wealth interests. Where required, we coordinate with notaries, tax advisers, banks, and other professional advisers to ensure the coherent implementation of the chosen structure.

We provide long-term support in reviewing and developing your wealth planning and adapt the structure to changing personal, family, legal, or tax circumstances. The result is a forward-looking overall strategy that combines asset protection, succession planning, legal certainty, and tax efficiency.