Consultancy for family
wealth planning
In this context, we offer consultancy in planning family assets through different areas of evaluation and intervention. The first phase consists of an in-depth analysis of the balance sheet and income statement of the family, with the aim of quantifying the savings that can be accumulated over time as a function of primary consumption, employment income and the positive and negative flows generated by the current allocation of the heritage. The second phase is the analysis of social security and the appropriate coverage of any needs encountered. It is necessary to define the pension framework by analyzing the contribution to maintaining the standard of living of the various forms of pension (public, complementary and supplementary) and to understand if there is a real social security need and to quantify it. The third phase consists in analyzing how the title of the assets in the family is distributed and determining what their tax treatment is in relation to direct and inheritance taxes.
On the basis of these analyzes, the succession of the family assets will be planned with the client, defining the guidelines of a personalized testamentary disposition, with the aim of reducing or avoiding taxes through the analysis of the position of the existing deductibles and the possible use of tax-exempt tools. Estate planning and the recommended actions to achieve this goal will be evaluated and examined taking into account the legal, tax and financial aspects, with the aim of having a complete view of the impact of these proposals in your family planning process.
We also assist our clients in obtaining a correct separation between personal and corporate assets, identifying solutions and tools for protecting assets aimed at preventing litigation or neutralizing it promptly when already in place.
< Corporate, tax, accounting area
Consultancy for family wealth planning
In this context, we offer consultancy in planning family assets through different areas of evaluation and intervention. The first phase consists of an in-depth analysis of the balance sheet and income statement of the family, with the aim of quantifying the savings that can be accumulated over time as a function of primary consumption, employment income and the positive and negative flows generated by the current allocation of the heritage. The second phase is the analysis of social security and the appropriate coverage of any needs encountered. It is necessary to define the pension framework by analyzing the contribution to maintaining the standard of living of the various forms of pension (public, complementary and supplementary) and to understand if there is a real social security need and to quantify it. The third phase consists in analyzing how the title of the assets in the family is distributed and determining what their tax treatment is in relation to direct and inheritance taxes.
On the basis of these analyzes, the succession of the family assets will be planned with the client, defining the guidelines of a personalized testamentary disposition, with the aim of reducing or avoiding taxes through the analysis of the position of the existing deductibles and the possible use of tax-exempt tools. Estate planning and the recommended actions to achieve this goal will be evaluated and examined taking into account the legal, tax and financial aspects, with the aim of having a complete view of the impact of these proposals in your family planning process.
We also assist our clients in obtaining a correct separation between personal and corporate assets, identifying solutions and tools for protecting assets aimed at preventing litigation or neutralizing it promptly when already in place.
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