Wealth, Estate and Succession Planning
Protection, vision, and continuity for family wealth
Supporting entrepreneurial families means safeguarding an estate that is not only economic, but also personal, emotional, and deeply tied to identity.
We provide legal and tax advice to entrepreneurs, family offices, trusts, holding companies, and individuals to ensure the preservation, growth, and generational transfer of wealth, both in Italy and abroad.
We stand alongside families in their most strategic decisions, helping them build clear, sustainable structures aligned with family values and business challenges.
Our services include:
- Succession planning and generational transfers
- Family agreements, by-laws, and governance of family holdings
- Trusts, foundations, and other wealth protection tools
- Reorganization of family assets and shareholdings
- Wealth taxation, including cross-border matters
- Managing relationships among family members and across generations
- Assistance in extraordinary transactions with succession or family impact
- Wealth planning and long-term strategies
- Donations, inheritances, and estate divisions
- Succession and family disputes
Our goal is to provide concrete tools to secure continuity, harmony, and a future for family wealth.
Team

Gianpaolo Locurto
OF COUNSEL

Fabrizia Pellone
PARTNER

Francesco Pellone
PARTNER

Francesco Conti
PARTNER
Insight
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