OUR SERVICES

Family Office

"We take care of every aspect: from financial and real estate management to succession, tax, and legal planning."

Our Family Office service is designed to offer comprehensive and personalized support in managing your family wealth.

We take care of every aspect: from financial and real estate management to succession, tax, and legal planning.

All services are included to ensure afully integrated, 360° assistancethat supports you through every phase of your decision-making process.

Contact us to discover how we can support your family wealth or that of your clients.

We will arrange a meeting where you can assess whether we are the right fit to meet your needs.

Our services include, among others:

Definition of the Consolidated Wealth Statement

Strategic Asset Allocation

Family & Corporate Governance

Off-market Investment Opportunities

Monitoring & Reporting

International Tax Solutions

International Legal and Estate Planning (Trusts, Family Holdings)

Real Estate & Alternatives

Philanthropy & Art

ARE YOU A CUSTOMER?

ARE YOU A CONTRIBUTOR?

ARE YOU A CUSTOMER?

FILL OUT THE FORM BELOW, AND OUR TEAM WILL RESPOND AS SOON AS POSSIBLE.

ARE YOU A CONTRIBUTOR?

FILL OUT THE FORM BELOW, AND OUR TEAM WILL RESPOND AS SOON AS POSSIBLE.

Nicola Leone De Renzis Sonnino

Avv. Fiscalista

Tax lawyer with decades of experience, including in contractual matters. Specialised in generational transfer transactions.