Transferring assets to the next generation while protecting family relationships and the continuity of a business requires planning. A gift is simple in form but can have long-term consequences for heirs, creditors and the family business.
The studio designs gifts and family agreements with a clear view of the whole estate, so that generosity does not become a source of conflict or unintended tax burden.
What it covers
A complete job,
no grey areas.
Real estate gifts
Transfer of property with title checks, cadastral updates, tax treatment and protection of legitimate heirs.
Shares and business transfers
Transfer of company interests with governance rules that preserve the business and the family balance.
Family business agreements
Pacts that regulate succession, governance and the transfer of a family company over time.
Legitimate share planning
Analysis of the reserves owed to spouse and children, and of the instruments available to organise the estate.
Trusts and asset protection
Assessment of trust or other structures where they are appropriate under Italian and applicable foreign law.
Tax and registration
Calculation of gift tax, registration and cadastral formalities, explained before the deed.
How it works
From first conversation
to the deed.
-
01
Family and asset map
We review family relationships, assets, existing gifts and the objectives of each generation.
-
02
Options and scenarios
We compare gift, family agreement and other solutions, with their legal and tax effects.
-
03
Drafting and quote
A clear draft and a written quote, with the consequences for heirs and creditors explained.
-
04
Deed and follow-up
Signature, registration and the updates needed to make the transfer effective and enforceable.
Useful documents
What to prepare,
in good time.
You do not need everything at once. After the first conversation we send a tailored list. These are the most common documents.
- Identity document and tax code of donor and recipient
- Family status certificates
- Title deeds and land registry data
- Company documentation and shareholders’ agreements
- Previous gifts or succession documents
- Any foreign element or professional advice already obtained
Frequently asked questions
The answers
you need.
Does a gift have to be made before a notary?
Gifts of real estate and of certain other assets require a notarial deed. A notarial deed also provides certainty about the date, the content and the intent of the parties.
Can a gift be challenged by other heirs?
A gift may affect the shares reserved to legitimate heirs. Careful planning can reduce the risk of disputes, but the protection of those shares cannot be waived in advance.
What is a family business agreement?
It is an agreement through which a family organises the governance and succession of a business, including rules on transfers, management and the entry of new generations.
Facing a similar situation? Tell us about it: we will identify the next step together.
Talk to the studio