Elmira Shahbazi
(+39) 02 3663 8610
Wealth Management & Trusts
We offer effective wealth planning strategies that require more than technical expertise—they call for vision, discretion, and a deep understanding of each client’s personal and family needs and goals. LEXIA supports high-net-worth individuals (HNW and ultra-HNW), affluent families, and family offices in protecting, managing, and transferring their assets, with a long-term focus on preservation, tax efficiency, and full compliance with both domestic and international regulations.
Many of our clients are successful entrepreneurs who concentrate their efforts on growing their businesses, often overlooking the importance of their personal wealth structuring. We step in proactively to support them with forward-thinking strategies that prevent internal conflict and ensure smooth generational transfers, by setting up the most appropriate wealth planning tools (trusts, corporate vehicles, foundations etc.).
Fiduciary structures, asset protection and succession planning
LEXIA is widely recognised in Italy as a leader in wealth planning, offering a multidisciplinary approach that combines legal, tax, and regulatory perspectives. We advise on the set up and governance of trusts, family foundations, and bespoke fiduciary structures designed around each client’s needs, values, and long-term vision.
Our strategies include estate planning, even in cross-border contexts, as well as asset protection against third-party risks and life uncertainties. We also assist our clients with the set up and the management of family offices and private “holding” companies, as well as with residence planning strategies and access to favourable tax regimes for individuals, such as Italy’s “new resident” regime (Art. 24-bis TUIR).
Family governance and long-term continuity
Our dedicated team collaborates closely with private clients and their trusted advisors to ensure that each legal tool aligns with the family’s relational and wealth structure.
In complex situation, we may also serve as professional trustees or protectors of trusts or legal advisors of other family vehicles, helping to maintain consistency between fiduciary structures and long-term family objectives. Our mission is to build value, maintain harmony, and preserve the legacy of the families we support.
