Beatrice graduated in Law from Università Cattolica del Sacro Cuore in Milan and attended a Master course in “Wealth Management and Wealth Planning” and a Master course in “Corporate Law in the Digital Age” provided by Iposa – Wolters Kluwer.
She joined LEXIA Private as head of the Wealth Management & Trust practice, after working with a leading Italian law and tax firm specialised in Wealth Management and Private Clients.
Beatrice deals with civil, tax and corporate law in the areas of estate and succession planning, trusts and generational transfers in family businesses.
She mainly assists Private Clients, HNWIs and UHNWIs, including international clients, in all matters relating to inheritance, wealth and tax planning.
Beatrice has gained in-depth expertise in trust law, providing legal and tax assistance for the set up of trusts with beneficiary or purpose trusts.
Beatrice has written and published many articles on Italian and international journals and has participated as a speaker at many conferences, including those organised by the ODCEC and Ipsoa – Wolters Kluwer.
She is a lawyer at the Milan Bar Association and is an Affiliate Member of STEP Italy.
She speaks Italian and English.
