Wealth Management & Trust · Florence
Wealth Management & Trust for clients in Florence
Sole office in Rome (Via Ancona 20): assistance remotely and at hearings before the Tax Court (Corte di Giustizia Tributaria) of First Instance in Florence.
Wealth and succession planning for asset protection. Dedicated assistance for clients in Florence e Tuscany, 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 Florence e Tuscany. The service is structured for clients in the area: transfer pricing for brand royalties, VAT on licences, taxation of DOC/DOCG protection consortia, expenditure-based tax assessments of HNWIs.
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 Florence
Via Cavour 56 — 50129 Florence
The Tax Court (Corte di Giustizia Tributaria) of second instance for Tuscany is based in Florence and hears appeals from all Tuscan provinces (Arezzo, Grosseto, Livorno, Lucca, Massa-Carrara, Pisa, Pistoia, Prato, Siena).
How the Procedure Works for Clients in Florence
- 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 Florence (Via Cavour 56, 50129 Florence); hearings may take place remotely or in person, depending on the requirements of the defence.
Common Cases in Florence e in Tuscany
Transfer Pricing on Royalties and Trademark Licences
Representation of luxury and fashion groups challenging adjustments by the Italian Revenue Agency (Agenzia delle Entrate) concerning intercompany royalties and trademark valuations.
Wine Sector Taxation and Protection Consortia
VAT disputes, excise duties on wine products, agricultural flat-rate tax regimes, and taxation of DOC/DOCG consortia.
Expenditure-Based Tax Assessments of Tuscan HNWIs
Representation of individuals with a high capacity to pay tax in challenges to assessments based on the availability of assets indicating wealth (villas, yachts, works of art) under art. 38 DPR 600/1973.
Taxation of Tourism and Luxury Accommodation
VAT on accommodation establishments (country house hotels, historic residences), assessments concerning receipts and the classification of activities.
Wealth Management for Tuscan Business Families
Trusts, family foundations, family business succession agreements and the intergenerational transfer of wealth and long-established family businesses.
The Firm also assists clients in neighbouring provinces: Prato, Pistoia, Arezzo, Siena, Lucca, Pisa, Livorno, Massa-Carrara, Grosseto.
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 Florence
Confidential Video Consultation
Riunioni strategiche su Google Meet o Microsoft Teams.
Digital Power of Attorney
Appointment using a qualified electronic signature.
Hearings Before the Florence Tax Court (Corte di Giustizia Tributaria)
Partecipazione da remoto ex art. 16 D.L. 119/2018 o in presenza.
Targeted Visits
Site visits in Florence only when essential.
Professionals Responsible for the Service
Frequently Asked Questions
Do You Need Assistance With wealth management & trust a Florence?
Open a confidential case file with our team. Response within 24 hours.