Managing intergenerational transfers within one's company and estate planning require an assessment carefully thought out in order to choose the best-suited and most effective instrument. The firm assists the client in making the choice and in implementing the most appropriate form of protection based on the family's needs, the applicable law and the tax profiles.
More specifically, it has experience in drafting models that guarantee a shared path in estate planning: with regard to company management, by assisting the client in any necessary reorganisation operations; and with regard to private clients, by setting out asset protection instruments (family agreements, trusts, foundations).