We assist clients in reviewing how their assets are held, managed and transferred over time. Our work brings together the personal and business dimensions of wealth, with attention to the countries and legal systems involved.
Asset protection starts with your objectives
The assessment begins with the composition of the assets, the ownership arrangements, existing commitments and the client’s objectives. We consider business continuity, the allocation of responsibilities and the relationship between personal and corporate interests.
Compare suitable legal structures
Depending on the circumstances, the assessment may involve corporate holding arrangements, trusts, foundations or fiduciary structures. We explain the purpose, governance, limitations and practical implications of the options being considered.
Plan with implementation in mind
Avv. Daniele Bertaggia leads the legal analysis and coordinates the relevant work. Any proposed structure is considered alongside its administration, banking and tax implications, with local professional involvement where needed.
Asset protection is considered within the applicable legal framework and existing obligations. No structure is presented as providing absolute protection.