Management of one's assets – and, in the long term, transfer of such assets – is one of the most important decisions in a person’s life. The greater the assets, the greater the risks and responsibilities associated with such decisions, and the protection of such assets over time should always be taken into account.
We offer advisory services to clients with significant assets, providing advice on optimal tax planning and solutions for dealing with certain family circumstances (wealth planning with a view to succession).
At CT&P we are aware that wealth protection and planning in all its angles has become an ever increasing need of our clients. With this in mind we launched CT&P Trust Company, and professionals with specific skills will assist our clients in assessing specific situations and designing suitable solutions for minimizing risks and protecting wealth, also from a hereditary succession point of view.
Our expertise cover areas such as:
- Asset protection
- Family holdings
- Family agreements (Patto di famiglia)
- Simple partnership
- Governance in relation to articles of association and shareholders' agreements
- Associations and foundations
- Private insurance
- Regularisation of foreign capital