{"id":3166,"date":"2026-06-24T14:33:21","date_gmt":"2026-06-24T12:33:21","guid":{"rendered":"https:\/\/www.sgtax.it\/private-client-tax-and-wealth-management\/"},"modified":"2026-09-30T10:46:10","modified_gmt":"2026-09-30T08:46:10","slug":"private-client-tax-and-wealth-management","status":"publish","type":"page","link":"https:\/\/www.sgtax.it\/en\/practice-areas\/private-client-tax-and-wealth-management\/","title":{"rendered":"PRIVATE CLIENT TAX AND WEALTH MANAGEMENT"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"3166\" class=\"elementor elementor-3166 elementor-2144\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-981dae6 e-flex e-con-boxed e-con e-parent\" data-id=\"981dae6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3f57c51e e-con-full e-flex e-con e-child\" data-id=\"3f57c51e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3a8e895b elementor-widget elementor-widget-heading\" data-id=\"3a8e895b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Private clients and Wealth Management<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1a55045d e-flex e-con-boxed e-con e-parent\" data-id=\"1a55045d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-19611da6 elementor-widget elementor-widget-text-editor\" data-id=\"19611da6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We advise individuals, entrepreneurs and high-net-worth individuals on the management, protection and transfer of personal and family wealth. The Firm provides integrated tax, wealth and succession planning advice, developing bespoke solutions designed to safeguard assets, facilitate generational transitions and manage domestic and international holdings. Our practice also encompasses advice on the management and enhancement of art assets and collections.<\/p><h2><strong>Key Services<\/strong><\/h2><ul><li>Wealth and succession planning<\/li><li>Wealth management<\/li><li>Generational transitions<\/li><li>Trusts and asset protection structures<\/li><li>Family holding companies<\/li><li>Individual tax residence<\/li><li>Foreign asset reporting and the RW tax return schedule<\/li><li>Inheritance and gifts<\/li><li>Taxation of financial investments<\/li><li>Taxation of works of art and collections<\/li><li>Acquisition, sale and ownership of works of art<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-989c094 e-con-full e-flex e-con e-parent\" data-id=\"989c094\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-a7f4c81 e-con-full e-flex e-con e-child\" data-id=\"a7f4c81\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e115609 elementor-widget elementor-widget-heading\" data-id=\"e115609\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Complete the form to request tailored advice<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-94fe83a e-flex e-con-boxed e-con e-parent\" data-id=\"94fe83a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2e28814 e-con-full e-flex e-con e-child\" data-id=\"2e28814\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div 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data-formid='24' novalidate>\n                        <div class='gform-body gform_body'><div id='gform_fields_24' class='gform_fields top_label form_sublabel_above description_above validation_below' data-column-layout='fill'><div id=\"field_24_11\" class=\"gfield gfield--type-honeypot gform_validation_container field_sublabel_above gfield--has-description field_description_above field_validation_below gfield_visibility_visible\"><label id='gfield_label_24_11' class='gfield_label gform-field-label' for='input_24_11'><span class='gform-field-label__text'>URL<\/span><\/label><div class='gfield_description' id='gfield_description_24_11'>This field is for validation purposes and should be left unchanged.<\/div><div class='ginput_container'><input name='input_11' id='input_24_11' type='text' value='' autocomplete='new-password'\/><\/div><\/div><fieldset id=\"field_24_1\" class=\"gfield gfield--type-name gfield--input-type-name gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\" data-group-id=\"755102fe\" data-field-span=\"12\"><legend id='gfield_label_24_1' class='gfield_label gform-field-label gfield_label_before_complex' ><span class='gform-field-label__text'>Enter Your Full Name (Required)<\/span><span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row' id='input_24_1'>\n                            \n                            <span id='input_24_1_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' >\n                                                    <label for='input_24_1_3' id='input_24_1_3_label' class='gform-field-label gform-field-label--type-sub '>Name<\/label>\n                            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gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\" data-group-id=\"b2c3d4e5\" data-field-span=\"12\"><label id='gfield_label_24_3' class='gfield_label gform-field-label' for='input_24_3'><span class='gform-field-label__text'>Enter Your Email Address (Required)<\/span><span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_3' id='input_24_3' type='email' value='' class='large' tabindex='6'   aria-required=\"true\" aria-invalid=\"false\"  autocomplete=\"email\"\/>\n                        <\/div><\/div><div id=\"field_24_10\" class=\"gfield gfield--type-phone gfield--input-type-phone gfield--phone-format-international gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible\" data-group-id=\"ed857fd2\" data-field-span=\"12\"><label id='gfield_label_24_10' class='gfield_label gform-field-label' for='input_24_10'><span class='gform-field-label__text'>Teleophone (required)<\/span><span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_phone'><input name='input_10' id='input_24_10' type='tel' value='' class='large' tabindex='7'  aria-required=\"true\" aria-invalid=\"false\"    \/><\/div><\/div><fieldset id=\"field_24_4\" class=\"gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_below gfield_visibility_visible gfield--choice-align-vertical\" data-group-id=\"222de629\" data-field-span=\"6\"><legend id='gfield_label_24_4' class='gfield_label gform-field-label' ><span class='gform-field-label__text'>Who Is Requesting Assistance? 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