Structuring wealth

As a rule, the assets of wealthy Italian families need to be structured. The purpose of structuring measures is to assure efficiency in controlling and administrating individual assets such as real estate, participations, and liquidity. The legal and fiscal facets of individual asset classes can also be optimized with structuring measures.

This applies particularly to assets owned by Italian families in foreign countries. Customized services are also useful when individual family members have chosen to reside outside Italy or if a cross-border wealth transfer situation is imminent.

Often in a general contractor capacity, swisspartners works together with the client’s advisors and attorneys as well as with asset managers and financial service providers to develop customized solutions that bundle structuring elements into a contiguous package.

In general, apart from the preferences as well as the fiscal and legal baseline conditions of the current owners, structuring measures also take into account the long-term interests of successors domiciled at home and abroad.