Developing an appropriate and up-to-date assets is an everyone’s right and duty towards his one’s own or his family. Especially, when the person or someone of his family carries out business and/or professional activities implying an unavoidable assets “overexposure”.

That is some of those sectors where prevention is crucial; where the creation of “fiscally smart” – and tailored to the own specific needs – safe assets can make the difference.

Bartoloni Saint Omer’s law firm boasts a long-establish tradition in this type of consultancy at the highest level, with a view to organize, protect, update and internationalise People’s and Family’s capital, corporate and financial resources.

Wealth Funds, Family Pacts and Fiduciaries are some of the legal institutes used also with a view to the generational changeover. Particular attention is paid on the Trust legal institute, whose flexibility allows its effective and efficient use both in family and inheritance matters. Recently, with specific reference to the protection of individuals with sever disabilities, an important impulse and recognition of the Trust Institute in our legal order came from the “Dopo di Noi” Law (literally, “After Us” Law).

Bartoloni Saint Omer also deals with Successions and Donations: in the decision-making and planning phase; in drafting Acts and Testaments; in the executive phase. Professionals of Bartoloni Saint Omer, given the particular fiduciary relationship established with their clients, are often required to perform the functions of Executor.

The specific issues arising from minor heirs and/or inheritance acceptances with the benefit of inventory are addressed in close dialogue and comparison with Tutelary and Successions Judges.

The involvement of specialists dealing with Family, Individuals and Minors Law and Real Estate (Real Estate for Private Individuals and Real Estate for Companies) makes consultancy services provided by Studio Legale Bartoloni in capital and inheritance matters comprehensive.

A professionals’ team supported by a solid and tested network of consultants deals with the related litigation without neglecting the instruments of alternative dispute resolution (Mediation and Assisted Negotiation).