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Family wealth

Reorganisation, tax planning and protection of family assets

Ebreo & Partners intervenes in the processes of reorganisation, tax planning and protection of personal and family assets (cash and financial assets, real estate, shareholding , aircrafts and boats, works of art ); in particular:

  • Optimisation in the acquisition, management and transfer of personal and family assets
  • Generational transition and succession planning
  • Creation of family holding companies, trusts and other safe structures
  • Protection and governance of personal and family assets
  • Plaement of assets in family disputes
  • Valuation appraisals of business and corporate assets