Episode 18

Published on:

23rd Jul 2021

Family offices and HNWIs in Italy. Strategic thoughts, best practices and prospective trends

Edward Marshall is joined by Andrea Fiorelli, partner and head of the Dentons Italian Tax practice in Milan and Rome. Andrea sits on several boards of directors for financial institutions, focusing also on high net worth and wealth/asset management as part of his practice. He advises key managers, shareholders and individual investors of financial institutions, as well as entrepreneurs who focus on estate and succession planning matters. Together, they discuss the Italian family office and high net worth landscape, including what entices a family office to set up shop in Italy, the effect of Brexit on the Italian marketplace, and how non-Italians are obtaining residency as part of their business planning.

Family offices e HNWIs in Italia. Considerazioni sistemiche, best practice e trend di sviluppo

Edward Marshall è assistito da Andrea Fiorelli, partner e responsabile del dipartmento tax dello studio legale Dentons in Milano e Roma. Andrea è membro di consigli di amministrazioni in diverse istituzione finanziarie, focalizzando una parte rilevante della propria attività professionale nell’assistenza a clientela high net worth e nel wealth/asset management. Presta consulenza a managers apicali, azionisti e investitori in rilevanti istituzioni finanziarie, così come a soggetti imprenditoriali focalizzati su tematiche di pianificazione patrimoniale e successoria. Congiuntamente si confrontano a tutto campo sul fenomeno dello scenario domestico italiano dei family offices e dell’assistenza ai grandi patrimoni, non negligendo inoltre le esigenze organizzative dei family offices operanti attivamente in Italia, l’effetto della Brexit sui rapporti transfrontalieri e sul trend relativo all’acquisizione della residenza domestica da parte di soggetti non residenti come parte della pianificazione patrimoniale.

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About the Podcast

Family Office Intel
Family Office Intel
In a series of podcasts, we discuss developments currently shaping the industry and actionable ideas for advisors, executives, and families. We share uncommon knowledge, from insiders, for the modern family office. If you’d like to get in touch with our guests or have any questions, please send an email to familyoffice@dentons.com. To sign up for our newsletters and learn more about our solutions and research in the family office space, check out our website: www.dentons.com/familyoffice.

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Dentons Law Firm