Wealth Management
We offer effective wealth planning requires more than technical expertise—it calls for vision, discretion, and a deep understanding of each client’s personal and family goals. LEXIA supports high-net-worth individuals (HNW and ultra-HNW), affluent families, and family offices in safeguarding, 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 personal wealth structuring. We step in proactively to support them with forward-thinking strategies that prevent internal conflict and ensure smooth generational transitions.
LEXIA is widely recognised in Italy as a leader in private wealth planning, offering a multidisciplinary approach that combines legal, tax, and regulatory perspectives. We advise on the establishment and governance of trusts, family foundations, and bespoke fiduciary structures designed around each client’s needs, values, and long-term vision.
Our strategies include succession and estate planning, even in cross-border contexts, as well as asset protection against third-party risks and life uncertainties. We also assist with the setup and governance of family offices and private holding companies, as well as residence planning and access to preferential tax regimes such as Italy’s non-domiciled resident status (Art. 24-bis TUIR).
Our dedicated team collaborates closely with private clients and their trusted advisors to ensure that each legal instrument aligns with the family’s relational and financial structure.
In complex wealth environments, we may also serve as trust protectors or legal advisors, 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.
