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Features of the Italian Forfait Regime and Restructuring of Foreign Entities in View of the Transfer of HNWIs to Italy with Maisto & Associati

About this webinar

Chambers are delighted to invite you to join us for a webinar  with Maisto & Associati to discuss the following talking points:

​​​​​• Restructuring of foreign asset structures for High Net Worth clients moving to Italy under the forfait regime;
• Restructuring of real estate holding structures;
• Structuring and restructuring of asset protection and succession planning vehicles.

Event Details:
Event date
Tuesday, 28 September 2021
1:00 pm - 1:45 pm UTC
Event location
Event tiers
All attendees - Free

In association with:
Guglielmo Maisto, Founder - Maisto Associati
Founder of Maisto Associati, he is Professor (Professore associato) of International Tax Law at The Catholic University of Piacenza. He is President of the Italian Branch of the International Fiscal Association (IFA), member of the Board of Trustees of the International Bureau of Fiscal Documentation (IBFD) in Amsterdam and of the Board of Directors of the American Chamber of Commerce in Italy. He sits on numerous committees, including the OECD Business Industry Advisory Committee in Paris. He acted as a consultant to the Ministry for European Community Affairs and was a member of EU Joint Transfer Pricing Forum. Frequent speaker at conferences. Sits on the editorial boards of various Italian and foreign tax and legal journals.
Marco Cerrato, Partner - Maisto Associati
Marco Cerrato is an Italian lawyer whose practice focusses on all the activities related to tax litigation up to the Supreme, Constitutional and European Court of Justice. He has considerable experience in the assistance in the pre-litigation phase such as in tax regularization procedures, tax audits and tax dispute resolutions matters including tax settlements, mutual assistance and arbitration procedures. He is also retained by banks and family offices for generational planning, lifetime asset transfers and ownership structures, transfer of residence to or from Italy, having developed wide-spanning expertise in the area.
Jérôme Barré, Avocat – Associé / Partner - Barré & Associés
A lawyer and Tax-Expert in the legal and financial Department of the AXA Group, Tax Director at the Confederation Nationale du Crédit Mutuel, then he held the position of legal and Tax Director at Rothschild & Co for 5 years. In 1997, he created the Wealth Engineering Department. In 2002, he became a Partner of Arthur Andersen International, which became Ernst & Young, again to lead the Wealth and Family Business Department. He was then a Partner in the management of the Tax department of franklin from 2006 to 2020. In April 2020, he created the Barré & Associés Law firm, composed of a team of a dozen professionals with proven know-how and recognized skills in patrimonial taxation in order to provide the best support to private Clients.
Xavier Isaac, CEO - Accuro
Xavier is CEO of Accuro,the award winningmulti-jurisdictional Trust & Family Office businessand as such he is a principal driver ofthe Group vision and strategy. Xavier gained over 20 years of experience in various senior management positions at ABN AMRO Bank and Trust in Luxembourg, Geneva and Jersey prior to joining Investec in 2005.He was instrumental in the launch of Accuro in May 2017 following the successful completion of the management buyout of the Salamanca Trust Group. Xavierserved as the inaugural Vice-President of the Swiss Association of Trust Companies (SATC) andis also a member of the Society of Trustand Estate Practitioners (STEP).Since 2016, Xavieristhetreasurer of the SwissPhilanthropyFoundation. Xavierranked in thetop 3trust and advisorypractitionersin “Who’s Who Legal” Switzerland 2019, he won CEO today European Award in 2020 and has been listed oneprivateclient50 most influential in 2021.
Simon Christian, Editor - High Net Worth - Chambers and Partners
Simon was a researcher and later a deputy editor on the Chambers UK team, before becoming editor of the Chambers High Net Worth guide. He has an LLB in Laws from University College London. He also studied for the BPTC at City Law School and was Called to the Bar at Middle Temple.
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Tuesday, 28 Sep 2021 • 01:00 pm UTC
Features of the Italian Forfait Regime and Restructuring of Foreign Entities in View of the Transfer of HNWIs to Italy with Maisto & Associati
All attendees - Free