Asset protection and succession
Rigorous guides to asset protection, succession, generational transfer, trusts and fiduciary structures.
10 articles found
Generational Succession for SMEs in Faenza: Securing the Future of Ceramic and Artisan Businesses
Faenza's ceramic district and artisan economy face a generational turning point. Structured succession planning — from patto di famiglia to governance frameworks — is essential to preserve family business value.
Wealth Protection During Geopolitical Crisis: An Evidence-Based Approach
Historical analysis of portfolio behaviour during major geopolitical events, from the Gulf War to the 2026 Iran conflict. Stress-tested strategies for preserving and growing wealth when markets face systemic uncertainty.
Trust & Fiduciary Structures for International Wealth: A Comprehensive Guide
How Italian trusts, fiduciary mandates, and holding company structures can protect and transmit international wealth. Comparison across jurisdictions, Sharia-compliant alternatives, and compliance frameworks.
Goal-Based Financial Planning: The Definitive Guide to Life-Objective Wealth Management
From the financial needs pyramid to the wealth evolution cone: how a scientific, personalized approach to financial planning can protect and grow your wealth through every life stage.
Aging and Generational Transfer: Planning Today for Tomorrow
Italy's demographic challenge: declining welfare, growing pension gap, record longevity and cost of dependency. How to plan generational wealth transfer with tax-efficient tools.
Goal-Based Consulting: The 4 Pillars Methodology
How goal-oriented financial planning really works: the 4 fundamental pillars (Goal, Time Horizon, Risk, Return) and the difference with traditional product-oriented approach.
The Financial Needs Pyramid: Building Wealth Foundations
From Maslow's model to personal finance: how to structure your wealth in 5 hierarchical levels, from protection to generational transfer.
Trusts and Fiduciary Mandates: Complete Guide to Wealth Protection
How to use fiduciary instruments to segregate assets, plan succession, and protect wealth. The role of leading fiduciary companies.
Financial Planning in Emilia Romagna: Strategies for Entrepreneurs and Families in the Region
How to manage wealth in one of Europe's most productive regions. The specific challenges facing entrepreneurs in Bologna, Faenza, Rimini, and Romagna: from risk concentration to generational succession.
Family Business Generational Succession: Complete Guide 2026
How to plan a family-business succession by coordinating governance, valuation and legal, tax and financial tools.