Wealth Planning

We offer professional support in finding the best possible solutions to enable individuals and legal entities to optimise the management of complex assets.

trusted partner

Personalised approach that considers all specific needs, becoming the ideal partner capable of effectively responding to all planning issues.

We provide our clients with the best professional expertise to understand their needs, support them in their wealth planning and assist them in wealth transfer.

Mirko Orsi - Head of Wealth Planning services, Eurofinleading Fiduciaria SpA

WEALTH PLANNING SERVICES

Planning

Wealth Protection, Investments Taxation, Generational Transitions, Structuring of extraordinary transactions, Structuring of non-financial assets.

Execution

Fiduciary mandate, with and without nominee, for: Incorporation of company vehicles, Intestacy of company shares and financial assets, Tax aggregation and withholding agent for Italian residents, Management incentive plans, Escrow agreements.

In a world of increasingly sophisticated needs, the fiduciary is a reference point for the needs of families and companies.

Paolo Daminelli - Managing Director, Eurofinleading Fiduciaria SpA

FIDUCIARY SERVICES

Confidentiality towards third parties

The trustee takes care of all administrative matters, keeps documents, draws up the accounts, and votes at the shareholders' meeting. It thus guarantees confidentiality towards third parties regarding the extent of personal assets and in the management of the generational transition.

Wealth protection

Protecting the wealth interests of families, e.g. by taking out life insurance policies or administering family governance instruments.

Warranty

The trustee acts as a third and independent party, with the role of guaranteeing the performance and success of the obligations mutually assumed by the parties to a contract (e.g. the sale of a company or property, a shareholders' agreement).

Tax withholding agent

The trustee ensures the correct calculation and payment of taxes, in particular for financial and asset assets held abroad. Where permitted, the trustee may offset realised gains and losses on portfolios held at different banks.

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