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Tax

Private Clients and Family Offices

Our Tax Law Department is renowned for its in-depth expertise in advising High Net Worth Individuals (HNWIs) and family offices, offering personalised, strategic support for the management and protection of private wealth.

Our tailor-made approach combines in-depth knowledge of tax regulations with a careful analysis of each client’s specific needs, aiming to optimise wealth management in often complex legal and fiscal environments.

We provide specialist advice on the taxation of trusts, helping clients understand their potential and structure them effectively in full compliance with current legislation.

For individuals relocating to Italy, our professionals offer guidance on how to make the most of preferential tax regimes, designing ad hoc solutions that enhance fiscal positions without compromising efficient asset management.

Succession planning is another key area of our practice. Investment structures are assessed not only from a tax perspective but also in terms of inheritance strategy, enabling clients to define long-term plans that support generational transition and preserve family wealth.

Finally, we assist wealth managers and HNWIs in reorganising their assets, delivering high-level advisory services to ensure integrated, efficient, and fully customised wealth management.

Get in touch with our team

For any inquiries or requests, please do not hesitate to contact our team of professionals - we are here to assist.

Claudia Gregori

Claudia Gregori

Senior Partner

Andrea Silvestri

Andrea Silvestri

Senior Partner

Matteo Fanni

Matteo Fanni

Partner

Marco Graziani

Marco Graziani

Partner

Giulio Mazzotti

Giulio Mazzotti

Partner

Riccardo Petrelli

Riccardo Petrelli

Senior Counsel

Paolo Ronca

Paolo Ronca

Senior Counsel

Insight and Knowledge

04.03.2026 NEWSLETTER

Derivative contracts: with decisions nos. 2262 and 2358 of 2026, the Supreme Court endorses a substantive approach to the validity of interest rate swaps

The context: Post-Cattolica Ruling uncertainties in case law With regard to derivative contracts, and in particular to interest rate swaps ([1]), the well-known “Cattolica Ruling” (Joint Chambers of the Italian…

02.02.2026 NEWSLETTER

Responsabilità dei sindaci: i nuovi limiti non valgono per il passato

Art. 2407 c.c.: i nuovi limiti alla responsabilità dei sindaci non si applicano ai giudizi pendenti e/o ai fatti anteriori all’entrata in vigore della legge n. 35 del 14.03.2025 Come…

22.12.2025 NEWSLETTER

D.L. “Semplificazioni”

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10.10.2025 NEWSLETTER

CCD2: Consultazione pubblica sullo schema di Decreto Legislativo di recepimento della Direttiva (UE) 2023/2225 (CCD2)

Il Ministero dell’Economia e delle Finanze (MEF) ha avviato una consultazione pubblica, aperta fino al 4 settembre 2025, sullo schema di decreto legislativo (lo “Schema di Decreto”) per il recepimento…