Beatrice Molteni

Beatrice is the Head of the Wealth Management & Trusts practice at LEXIA PRIVATE. She specializes in advising Private Clients, HNWIs, and UHNWIs on complex matters involving inheritance, wealth and tax planning. Her expertise spans civil, tax, and corporate law, with a particular focus on both domestic and international wealth structures.

Beatrice has developed a deep expertise in Trust law, providing comprehensive legal and tax assistance for the establishment of beneficiary and purpose trusts. She also frequently assists family businesses in navigating the delicate process of generational transfers. Before joining LEXIA, she practiced at a leading Italian law and tax firm specialized in Private Clients. Beatrice is an Affiliate Member of STEP Italy, a frequent speaker at professional conferences, and a widely published author in both specialist and general publications on private wealth issues.

Wealth Management and Estate Planning

Advisory to HNWIs and UHNWIs, including international clients, in all matters relating to succession, philanthropy, wealth and tax planning, navigating complex civil, tax, and corporate law issues.

Trusts

In-depth expertise in trust law, providing strategic legal and tax advisory for the design and setup of both beneficiary and purpose trusts.

Family Business and Generational Transfers

Strategic assistance in matters relating to the protection of family assets and the management of generational transfers within family-owned businesses.

Cross-border Advisory

Experience in assisting Private Clients in cross-border matters, including the coordination of multi-jurisdictional advisors and the structuring of complex asset vehicles with a holistic approach.