Wealth Planning & Asset Protection
Sactis advises entrepreneurs, investors, business families, High Net Worth Individuals and family offices on the planning, organization and protection of personal and family wealth, developing tailored solutions designed to preserve assets, enhance their long-term management and facilitate their transfer to future generations.
Each engagement is based on an integrated analysis of tax, corporate, wealth and succession matters, with the objective of creating efficient, sustainable structures fully compliant with Italian and international regulations.
The Firm's approach extends beyond asset protection, focusing on the organization, enhancement and long-term management of wealth while ensuring the appropriate balance between family, business and investment objectives.
Services
The Firm provides advice in a broad range of areas, including:
- Domestic and international wealth planning;
- Family wealth organization and asset protection;
- Establishment and restructuring of family holding companies and investment holding structures;
- Formation and administration of Società Semplici for the holding and management of financial and real estate assets;
- Advice on the establishment and administration of trusts;
- Structuring of real estate investments through dedicated corporate vehicles;
- Planning of family investments and corporate shareholdings;
- Organization and governance of financial and real estate assets;
- Intergenerational wealth transfer planning;
- Tax advice on inheritance and gift taxation;
- Coordination of tax matters relating to assets held across multiple jurisdictions;
- Tax planning for domestic and international investments;
- Coordination with notaries, legal advisors, financial institutions and other professional advisers;
- Representation before the Italian Revenue Agency and assistance with advance tax rulings.
A Long-Term Value Preservation Approach
Effective wealth planning is essential to preserving, protecting and growing family and business assets over time.
Sactis develops bespoke solutions combining tax planning, corporate structuring and asset protection strategies to reduce tax and legal risks, enhance long-term efficiency and ensure the orderly management and transfer of wealth, including where assets and investments are located across multiple jurisdictions.