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CBA has developed a specific expertise related to legal and tax aspects of consultancy to “Private Clients”.

The members of our HNWI Department adopt a multidisciplinary and integrated approach to advise individuals, families and their consultants (family offices, escrow agents, trust companies, private bankers) on the following matters:

  • Legal and tax planning
  • Tax aspects related to cross-cultural families
  • Corporate governance
  • Generational handovers
  • Voluntary disclosure
  • Wealth management and protection
  • Establishment and maintenance of internal trusts
  • Establishment of foundations and review of articles of association
  • Management, improvement and transfer of art wealth

Our unique pragmatism and specific record of accomplishments allowed us to develop efficient management and planning structures, in line with our Clients’ requirements.

In addition, CBA’s interdisciplinary approach offers a comprehensive understanding to produce innovative solutions for our Clients’ issues.

Because of its international vocation and partnerships, CBA is able to deliver careful and meticulous service to its Clients in all jurisdictions, even in complex cross-border operations.

The working group dedicated to this practice is composed of tax advisors and lawyers endowed with recognized in-depth knowledge of the sector.

CBA’s experts on this matter advise and lecture as speakers in major seminars and conventions, and teach high-level specialized courses on the subject in Italy and abroad.

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