Private Clients

When it comes to handling legal and tax matters with private clients, our discretion and pragmatism comes to the fore. When needed, we draw on all our in-court experience.

We are a close-knit, multidisciplinary team of professionals who have been advising individuals, families and their consultants (family offices, trustees, financial brokers, trust companies) for years on:

  • governance and generational change
  • asset protection and management
  • art collections
  • luxury assets
  • tax planning
  • international families
  • charitable activities

Our experience and in-depth technical understanding enable us to tailor innovative and effective legal solutions.

We do our utmost to understand the needs of the client and everyone else involved, producing customised structures which reflect the family’s goals and values.

Thanks to our international experience and our close links with leading firms throughout the world, we offer an outstanding service in all jurisdictions, assisting private clients with multi-national transactions and providing solutions compliant with other countries’ legislation.

 

Here’s what sets us apart

  • Our dedicated multidisciplinary team for private clients have worked on prominent cases throughout the years
  • Our network of international specialists provides outstanding service in all jurisdictions
  • We combine the experience and multidisciplinary approach of a large organisation with the level of personal service expected from leading specialised boutiques

 

Learn about our Focus Teams.

Insights

Coming to a Theatre Near You: United States Private Client Planning and Litigation Developments - 29 November 2019

A very special guest joined us on 12 November for the last of our JurisInStudio 2019 gatherings: Joshua Rubenstein, global chair of Katten’s private clients practice. Joshua talked about the main drivers of change in the private clients sector since the financial crisis in 2008, …

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Alert Brexit: Brexit Decree - 1 April 2019

The Italian Council of Ministers has approved a law decree introducing urgent measures in order to manage the potential effects of a “no-deal” Brexit scenario on the activities of UK banks, investment firms, e-money and payment service institutions, insurance companies, insurance and reinsu …

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News

BonelliErede appoints new board and makes up seven partners

At BonelliErede’s partners’ meeting on Saturday, 16 December, the partnership appointed the firm’s new board and made up seven new partners. As announced in October, close to the expiry of the current board’s mandate, a new board was appointed whose members are: Riccardo Bordi, Eman …

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BonelliErede and Lombardi e Associati: integration is a go

The integration with Lombardi e Associati was unanimously approved at BonelliErede’s partners’ meeting today. Lombardi e Associati is one of the leading Italian independent law firms in litigation and corporate law and advises Italian and foreign companies, banks and insurers, investment fu …

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BonelliErede launches Art and Cultural Property Focus Team

Created to meet the growing demand for services in this area, the new focus team brings together BonelliErede professionals who have a proven reputation in advising international art galleries, auction houses, museums and cultural foundations, financial institutions and private banks, collector …

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