Wealth Structures, Holding Companies and Dedicated Vehicles
Proper wealth structuring often involves establishing holding companies, dedicated corporate vehicles and legal instruments designed to separate, protect and manage different asset components. Ciani Partners assists in designing such structures, taking into account governance needs, tax implications and rules on asset liability.
- Design and incorporation of holding companies and dedicated vehicles for managing shareholdings, real estate and other assets, including governance rules and shareholders’ rights.
- Analysis of tax and civil implications of complex structures, including control chains, cross‑shareholdings and vehicles located in foreign jurisdictions.
- Assessment of the separation between personal wealth and business assets, with attention to liability profiles and creditor protection rules.
- Periodic review of existing structures to adapt them to regulatory changes, business developments and new family needs.
Asset Protection and Safeguard Instruments
Asset protection requires using appropriate safeguard instruments to reduce exposure to economic, legal and family risks. Ciani Partners assists clients in evaluating and implementing solutions that comply with legal constraints, avoiding artificial or abusive schemes and favouring robust, defensible structures.
- Analysis of wealth risks stemming from business activities, professional liability, litigation and family events.
- Use of asset segregation instruments within the boundaries of mandatory rules, to protect specific components of wealth.
- Assessment of whether to establish trusts, foundations or other domestic or foreign institutions, including analysis of their tax and civil implications.
- Coordination between asset protection tools and succession planning, ensuring consistency between protection objectives and transfer intentions.
Succession Planning and Generational Transfer
Succession planning plays a central role in wealth management for HNWIs and entrepreneurial families. Ciani Partners supports clients in defining generational transfer strategies that take into account rules on succession, gifts and forced heirship, as well as business continuity and fairness among beneficiaries.
- Analysis of family and wealth situations for succession planning purposes, identifying short‑ and long‑term objectives.
- Design of generational transfer plans for family businesses and complex wealth, using shareholders’ agreements, corporate instruments and disposals of assets.
- Advice on wills, gifts, family agreements and other succession law tools, with careful attention to tax aspects and potential future disputes.
- Management of inheritance disputes and conflicts among beneficiaries, favouring negotiated solutions that preserve wealth value.