Trusts, Foundations, Holding
and other related institutes
Trusts, Foundations and Holding Companies are formidable tools for protection, management and asset planning, as well as in many cases for tax efficiency.
Similar legal institutions are those bodies and institutions which, due to their structure and functions, determine similar legal effects.
Heritage Protection and Generational Passage
Asset Protection deals with planning and designing legal-fiscal solutions to organize assets in order to guarantee protection in relation to third party claims (public or private).
Planning the generational transition is essential to transmit the family/company assets in an integral, reasoned way and with the necessary tax savings, also in order to avoid inheritance disputes.
International companies & holdings
The creation of international structures and holding companies that hold shares in other controlled companies over which they exercise management and capital management activities allows the achievement of important objectives such as legal diversification and that relating to the country, the development and diversification of the business, openness to third parties, protection of company assets, response to production and commercial needs, response to financial needs, tax optimization and planning of generational transition.
Capital strategies and corporate governance
Once assets have been created, they must be protected and managed. With careful asset strategies, assets can be managed, protected and made more efficient.
We have a method tested by over 500 operations and over 10 billion in assets analysed: The Asset Project.
The term Corporate Governance refers to the management and control system, i.e. to that set of legal and technical mechanisms and rules, pre-arranged for the best implementation of the corporate decision-making process and aimed at managing the governance of the company in such a way that is effective and efficient.
Corporate Corporate Governance techniques can be used, with appropriate adaptations, in family Governance solutions.
Tax Planning, National and International Taxation
International tax planning allows the coordination of economic activities carried out abroad through tools aimed at making the overall tax burden more efficient and reducing the risk of tax disputes by the tax authorities of the various countries, paying attention to anti-avoidance regulations, such as CFC, Foreign Vesting, Transfer pricing, permanent establishment, etc. In an increasingly dynamic and globalized world, adequate international tax planning is necessary.
There are multiple legal solutions for national and international tax optimization. It is useless, as well as risky, to pursue ambiguous and unprofessional solutions.
For every Entrepreneur, legitimate tax saving is a necessary act. Legal tax savings can be used to reinvest in your business or in your personal/family assets.
We are not a service provider nor a general contractor, but we are Professionals.
Investments and Pleasure Assets
Alongside traditional investments and financial instruments, with various Partners, we also assist Clients in safe-haven or alternative investments, including "Pleasure Assets".
Pleasure assets are luxury goods that are considered both as a source of personal pleasure and as an investment opportunity. These assets include a wide range of collectibles such as works of art, fine wines, whisky, luxury watches, cars, boats, planes and jewellery.
Residences and Passports Relocation and International Banking Relations
From the perspective of asset and personal diversification, the possibility of obtaining second residences and second passports is of fundamental importance in order to limit country risk.
Whether it is for you, for your family or for your business it is a must to plan a plan B or C and sometimes plan a new plan A.
To do this it is necessary to know the methods for obtaining residences and citizenships of the various countries and to cooperate with the authorities and institutions at an international level in order to find the solution best suited to the customer's needs.
Our network of international relations with various institutions, universities, embassies and chambers of commerce allows us to have privileged paths for our customers.
Bitcoin / Crypto & Blockchain
We have been dealing with Bitcoin and Blockchain on an academic and professional level since 2013. In 2015 I spoke about it as a speaker in Parliament at the Chamber of Deputies and I was the first lawyer to accept payments in Crypto, as reported by important periodical newspapers.
Director
Coaching and Mentoring
Mastermind and Courses
Athletes and Influencers
With Clients with whom a profitable relationship has been established, we evaluate the possibility of carrying out the roles of Administrator, Councilor or Secretary of Boards of Directors or Shareholders' Agreements, or Independent Director of companies or other entities.
We regularly carry out courses and Masterminds at an international level.
Working daily with clients from 37 Countries, with around 30 jurisdictions and in 4 languages we have a global vision that helps the entrepreneur.
The Coach supports his Client in achieving the set objectives.
Coaching cannot be identified in a single phase, but is a truly structured and methodical process, made up of study, analysis and improvement through mistakes and involves team work.
Mentoring, on the other hand, is a two-way training process between mentor and mentee. A one-to-one relationship of exchange and learning.
The mentor does not elevate himself to a superior position compared to his student but, in a relationship of mutual trust, guides him to assimilate new content by listening, patience and with a strong empathy.
Athletes and Influencers: we follow some athletes and influencers both in the financial and personal fields. Our service is appreciated not only for its excellence but also for its discretion and confidentiality.
Contact us, we will surely help you
We will analyze your request in detail and you will be contacted to arrange an information call
- Lugano (Switzerland)
- Sankt Moritz (Switzerland)
- Panama City (Rep. of Panama)
