Last Updated: 06 August 2019
was among the first Italian firms to set up a wealth management business unit and it has a solid reputation in this field. The team assists clients in the management, planning and use of family assets, the generational shifts and the realisation of philanthropic and solidarity activities, through ... using and combining traditional tools, such as international wills and testaments, fiduciary mandates and insurance policies, as well as more innovative ones, such as trusts. The firm supports its clients in setting up culture and art foundations and associations and, more generally, in art assets and collections estate planning. Assistance is offered both to private customers and to institutional operators – banks and trust companies, insurance companies and family offices – as first interlocutors of private clients. The firm has a multidisciplinary approach, fully integrating its professional services relating to wealth management, such as tax, corporate matters and litigation. It also assists in wealth management that has transnational aspects, working with independent foreign law firms that specialise in this sector.
is a tax and legal law firm, operating in Italy, in Milan, Bari, Rome and Padua, and abroad, in London and New York, with a dynamic professional team managed by the founding and managing partner Professor Stefano Loconte. The firm generally provides the clients with a wide consultancy regarding ... domestic and international taxation. Loconte & Partners’ professionals are also deeply specialised in wealth management and asset protection, with reference to Italian and transnational structures. Loconte & Partners’ wealth management team is composed of lawyers and certified accountants, providing a multi-disciplinary approach and practical solutions to clients’ needs, leveraging on deep knowledge of regulations, experience and strong delivery capabilities, both on a domestic and an international level. The team aims to be a 'one-stop-shop' in the management of family assets, both in running day-to-day activities and in devising and implementing complex extraordinary transactions.