Wealth Planning & Asset Protection

Preserving value and continuity in what is connected

Kintsugi-EN

“Protecting wealth means not only preserving value, but reinforcing it through meaningful connections, enduring relationships, and structural continuity, alignment of relationships and interests”

Wealth Planning & Asset Protection

Protecting wealth requires structure, discipline and the ability to manage risk across assets, jurisdictions and time.

We support entrepreneurs, investors and international clients in designing and implementing asset protection and wealth planning strategies that preserve value, mitigate risk and ensure long-term resilience.

Our work focuses on the architecture of wealth: how assets are structured, protected and managed in complex environments.

What we do

  • Design of asset holding structures (holding companies, SPVs, fiduciary arrangements)

  • Separation between operating assets and protected assets

  • Structuring of ownership to mitigate exposure to litigation and business risks

  • Review and reorganization of existing asset structures

  • Trust establishment and administration (Italian and international trusts)

  • Holding company structuring for asset segregation and management

  • Estate and succession planning

  • Real estate portfolio structuring

  • Philanthropic vehicles and charitable foundations

  • Life insurance and pension fund structuring in coordination with advisors

  • Cross-border asset protection for internationally mobile families

Risk management & protection frameworks

  • Identification of legal, financial and operational risks affecting wealth

  • Design of protection strategies using legal structures and ownership layering

  • Protection against concentration risk (sector, geography, asset class)

  • Structuring of contingency solutions for adverse scenarios

Investment structuring & portfolio architecture

  • Definition of asset allocation frameworks across asset classes

  • Structuring of direct investments, private equity and real assets

  • Coordination with investment advisors and financial institutions

  • Monitoring of portfolio concentration and exposure

Cross-border wealth structuring

  • Structuring of assets held across multiple jurisdictions

  • Coordination of legal and tax frameworks in international contexts

  • Optimization of asset location and ownership structures

  • Management of regulatory complexity across countries

Liquidity, protection & contingency planning

  • Planning for liquidity events (dividends, exits, asset sales)

  • Structuring of liquidity buffers and capital reserves

  • Insurance and risk-transfer solutions (where relevant)

  • Protection strategies for unexpected events (business disruption, legal claims)

Entrepreneurial wealth & business-related assets

  • Separation between personal wealth and business exposure

  • Protection of strategic assets (real estate, participations, IP)

  • Structuring of shareholder-level protections (without entering governance design)

  • Support in extraordinary transactions affecting ownership structures

Special assets & complex holdings

  • Structuring and protection of real estate portfolios

  • Management of illiquid and non-financial assets (art, collections, private investments)

  • Coordination of valuation, protection and ownership structures

  • Planning for reinvestment following liquidity events

How we work

We act as an independent advisor, focusing on structure rather than products.

We:

  • design the architecture of asset protection

  • coordinate legal, tax and financial advisors

  • ensure consistency across jurisdictions and asset classes

We do not sell financial products.
We design structures that protect and endure.