Private Wealth

Private Wealth

Chiomenti has a Business Unit providing assistance to private clients on the management of private wealth and family businesses, including estate planning, as well as to institutions involved in traditional and specialist fiduciary and trustee services.

The assistance includes management, planning and deployment of family wealth (including artworks), intra-generational transfers of family businesses and the structuring of philanthropic or other community benefit activities, making use of traditional national and international wills, fiduciary mandates and insurance policies, but also more innovative instruments, such as trusts.

Assistance is provided both to private clients directly and also to institutional operators - banks and trust companies, insurance companies and family offices as intermediary for the underlying private client, and who are often actively involved in wealth management structures.

  • The Firm’s commitment to maintaining the utmost confidentiality is a particularly significant distinctive feature in the Private Wealth area.

  • Assistance given through a multi-disciplinary approach and which is fully integrated with other relevant practice areas of the Firm, including, specifically, the Tax Department, the Corporate Department and the Litigation Department, with the sole aim of providing the client with comprehensive, customized and unambiguous advice.

  • The team adopts an ad hoc and tailored approach for each situation, with particular attention to the quality of the analysis and selection of the structure most appropriate to the client's circumstances and needs.

  • Assistance for wealth management with transnational aspects is completely integrated with independent foreign law firms with expertise in the sector.
That's very helpful. Whatever you do, You can find an answer from them.
-Chambers Europe 2016
I really appreciate thei experience of the Italian and international markets. They are very Italian-rooted, but they understand the multinational issues in the tax environment.
-Chambers Europe 2016
Chiomenti is a one-stop shop.
-Chambers Europe 2017
Very strong on private client.
-Chambers Europe 2017
I think of them very highly.
-Legal 500 EMEA 2016
They have a strong reputation in the market, they are very responsive and meet our expectations. In every case it has been a good relationship.
-Chambers HNW 2016
They are excellent because of their response time, which makes them great for working with time-sensitive clients. The Italian tax system is difficult to navigate and needs a different approach, and they are very good at doing this in an international context.
-Chambers HNW 2016
It is absolutely very good and very efficient. They are a very big law firm so they can provide full service when required. They are excellent in Italy, they are an example for others.
-Chambers HNW 2016