• Trust Services

Estate planning, creation and administration of trusts

The creation of a trust represents the culmination of a wealth and succession planning process, both at a corporate and family level. Our advisors can assist you in setting up and administering trusts, including taking on the role of trustee, either individually or as a company.

Services

  • Personal and family succession planning, with identification of the most appropriate instruments for each situation
  • Advice on corporate generational transitions to ensure business continuity and protect assets and personal income
  • Family agreements to ensure balanced legal and financial protection for all members
  • Establishment of trusts and trustee activities

*only available in Italian language