Wealth Management & Trust · Bari
Wealth Management & Trust for clients in Bari
Sole office in Rome (Via Ancona 20): assistance remotely and at hearings before the Tax Court (Corte di Giustizia Tributaria) of First Instance in Bari.
Wealth and succession planning for asset protection. Dedicated assistance for clients in Bari e Apulia, managed entirely through the electronic tax court filing system (PTT) from the Firm's office in Rome.
In Brief
The Firm Marzo Associati offers specialist assistance in wealth management & trust to businesses and taxpayers in Bari e Apulia. The service is structured for clients in the area: ZES Adriatica unica, credito d'imposta investimenti SUD, bonus assunzioni, agevolazioni 4.
What Is wealth management & trust and When Is It Needed
Legal and tax wealth management concerns the protection and orderly transfer of family and business assets: trusts, family succession agreements, family holding companies, insurance policies and fiduciary mandates. For trusts, art. 4-bis del TUS (introduced by D.Lgs. 139/2024) confirms that inheritance and gift taxes apply when assets are transferred to beneficiaries, with an option to pay in advance when assets are settled into the trust; this option is irrevocable.
Asset Protection and Management
We provide highly specialised advice on the effective management of personal and family wealth, with particular attention to tax risk and intergenerational transfers.
Services Offered
- Pianificazione Successoria: Structuring the transfer of complex estates to ensure continuity and safeguard family values.
- Asset Protection: Analysis and mapping of assets (movable and immovable) to identify the most suitable solutions for asset ring-fencing and protection.
- Strumenti Giuridici: Establishment and management of family asset funds, family business succession agreements and insurance policies.
- Investimenti: Assessment of the tax implications of financial and property investments, for both businesses and individuals.
Tax Court (Corte di Giustizia Tributaria) of First Instance in Bari
Via Melo da Bari 247 — 70121 Bari
The Tax Court (Corte di Giustizia Tributaria) of second instance for Apulia is based in Bari and hears appeals from all the provinces of Apulia (BAT, Brindisi, Foggia, Lecce, Taranto).
How the Procedure Works for Clients in Bari
- 1
Analysis of Assets and Family Circumstances
Review of assets, corporate structures and objectives for their allocation.
- 2
Choice of Instrument
Comparison of trusts, family succession agreements, holding companies and insurance instruments in terms of control, protection and taxation.
- 3
Drafting and Establishment
Preparation of documents, selection of the trustee and protector, and coordination with the notary.
- 4
Management and Monitoring
Trust tax filing obligations, dealings with intermediaries and periodic review of the structure.
Documents are filed electronically with the Tax Court (Corte di Giustizia Tributaria) of First Instance in Bari (Via Melo da Bari 247, 70121 Bari); hearings may take place remotely or in person, depending on the requirements of the defence.
Common Cases in Bari e in Apulia
Tax Credit for the Single SEZ for Southern Italy
Representation in challenges by the Italian Revenue Agency (Agenzia delle Entrate) concerning eligibility requirements, investment classification, calculation of aid intensity and cumulation with other incentives.
Bonus investimenti SUD e agevolazioni 4.0 maggiorate
Litigation concerning the Southern Italy investment tax credit (L. 208/2015) and enhanced Industry 4.0 incentives specific to the regions of SOUTHERN ITALY.
Agri-Food and Farm Tourism Taxation
Agricultural VAT, the flat-rate tax regime, farm tourism and disputes over the classification of ancillary agricultural activities.
Customs Litigation at the Port of Bari
Valuation adjustments, customs classification, preferential origin and challenges concerning imports from the Adriatic and the Balkans.
Tourism Taxation in Apulia
Tourist accommodation (masserie, B&Bs, hotels), tourist taxes, VAT on tourism services and short-term lets.
The Firm also assists clients in neighbouring provinces: BAT (Barletta-Andria-Trani), Brindisi, Foggia, Lecce, Taranto.
Documents to Gather and Timeframes
- —Elenco degli asset (immobili, partecipazioni, strumenti finanziari)
- —Company register extracts and articles of association of investee companies
- —Cadastral and mortgage documentation
- —Eventuali disposizioni testamentarie o accordi familiari esistenti
- —Documentation on foreign financial relationships
Establishing a trust or a family holding company generally takes several weeks for analysis, drafting and completion before a notary, depending on the complexity of the assets and the number of parties involved.
For an assessment of your position, you can or consult the profile of the Firm's tax lawyers.
How We Handle wealth management & trust for Clients in Bari
Confidential Video Consultation
Riunioni strategiche su Google Meet o Microsoft Teams.
Digital Power of Attorney
Appointment using a qualified electronic signature.
Hearings at the Tax Court (Corte di Giustizia Tributaria) of Bari
Partecipazione da remoto ex art. 16 D.L. 119/2018 o in presenza.
Targeted Visits
Site visits in Bari only where essential.
Professionals Responsible for the Service
Frequently Asked Questions
Do You Need Assistance With wealth management & trust a Bari?
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