Family Office: Protecting Wealth with the TRUST
InterTaxCons regards the Trust as a particularly valuable tool due to its “flexibility,” which often meets needs and resolves issues that other legal instruments within our civil law system cannot handle as efficiently.
For this reason, we have placed significant emphasis on developing specialized expertise in this field through continuous training and active participation in the Italian Trust Association, Italy’s leading association in trust matters.
Moreover, InterTaxCons acts as a Trustee for so-called Domestic Trusts and can ensure the establishment of international trusts in major countries worldwide, thanks to our well-established network of International Financial Institutions and Trust Companies. When required, we can take on the role of co-trustee or Protector within this context.
Our department handles complex consulting projects related to clients’ personal or family wealth with a highly interdisciplinary approach, including family pacts and other legal instruments aimed at optimizing the legal and tax context. Our wealth planning activities are dedicated to optimizing the legal and tax framework for holding and transferring assets and financial instruments.
A specific part of our practice is dedicated to clients organized as Family Offices.
