Estate planning

Accruing capital is not enough to guarantee a financially peaceful future for one's family or business: its continuity must be safeguarded through an integrated approach.

This approach covers multiple aspects:

• strategy, by setting out medium-long term objectives;
• law, by seeking out legal solutions capable of enhancing the family's assets and benefitting its members;
• taxation, by analyzing assets and any existing tax constraints in order to safeguard and strengthen business continuity;
• protection of personal assets of individual members of the entrepreneurial family.

   

  Thanks to a skilled and experienced management that draws on highly specialised know-how, we can offer:

  • a serene planning of the succession of assets;
  • superior levels of privacy, while ensuring a highly customised nature of the solutions offered
  • fiscal optimization, by selecting the most suitable legal and tax instruments.

     

    For entrepreneurial families and for individual members who require asset optimization or diversification in non-financial activities, we offer legal and tax advice. We also provide private insurance solutions as well as corporate finance and investment banking services to support extraordinary finance transactions and enterprise risk management, thanks to the close collaboration with the companies of the Credem Group (Credem Euromobiliare Advisory SIM, Credem Euromobiliare Asset Management, Euromobiliare Fiduciaria, CredemAssicurazioni, CredemVita, Credem Euromobiliare Private Asset SGR).