Asset Protection and Wealth Planning

Protecting family and business assets is fundamental to ensuring continuity and peace of mind for future generations. Studio Genise, active in Milan since 1979, assists entrepreneurs, professionals, and families in defining tailored wealth planning strategies, with integrated legal, tax, and insurance solutions.

Our wealth planning services

  • Family property funds: protection of family assets and safeguarding of personal wealth.
  • Family agreements: orderly and conflict-free generational transitions, especially in family businesses.
  • Trust: an effective tool for separating and protecting assets, even from an international perspective.
  • Insurance policies: estate planning and capital protection.
  • Managing generational transitions: tax and corporate strategies for the secure transfer of businesses and assets.

Why choose Studio Genise?

  • Over 40 years of experience in tax, corporate, and wealth management matters.
  • Multidisciplinary consulting: accountants, lawyers, and labor consultants at your side.
  • Personalized approach: every asset has unique characteristics, and tailored solutions are needed.
  • International perspective: assistance also for trusts and wealth management instruments with cross-border profiles.

Frequently Asked Questions (FAQ)

Q: What is a patrimonial fund and what is it used for?

A: It is a restriction on registered real or personal property intended to meet the needs of the family, useful for protecting assets from creditors.

Q: What is the difference between a trust and a family agreement?

A: A trust is a legal instrument that separates assets and entrusts them to a trustee, while a family pact regulates the succession of a company among heirs in advance.

Q: Is it worth doing estate planning even if I don't own a business?

A: Yes. Planning isn't just for business owners: anyone who owns property, investments, or capital can benefit from it to reduce risks and protect heirs.

Contact us

Do you want to protect your assets and plan for the future with peace of mind?

👉 Book a wealth management consultation in Milan with the Studio Genise team.

Trust those who have been supporting families and businesses in making the most important decisions since 1979.