Firm / Organisation

Tavecchio & Associati

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This content is provided by Tavecchio & Associati.

Managing Partners: Andrea Tavecchio
Number of partners: 3
Number of lawyers: 7
Languages: English, French, Italian, Spanish

The Firm:
Tavecchio & Associati (T&A) is an independent tax firm, established in 2007 on initiative of Andrea Tavecchio. The firm provides bespoke and personal advice to high-net-worth individuals, family offices, investment managers, trustees and entrepreneurs.
The firm’s expertise includes advisory for High Net Wealth Individuals with particular reference to estate and succession planning, transfer of businesses, lifetime transfers asset and corporate governance and all matters relating to developing a long term strategy that suits clients’ needs.
The firm has also developed outstanding skills in giving assistance in relation to trusts.

Main Areas of Practice:
Private Clients:
The firm developed experience of all the issues which affect wealthy individuals (and their families and trustees) and professional practices in Italy and abroad. The firm seeks to understand all the legal, commercial and tax issues affecting the clients and to provide them with principled and practical solutions, working in partnership with them as their trusted advisers. T&A combines expertise in estate planning, immigration, real estate and pre-arrival tax planning and advises on the spectrum of legal, practical and tax-related issues relevant to clients as they plan their arrival to (or departure from) Italy.

Family Business:
The firm developed a wide expertise in the field of family businesses providing advice in structuring their governance and providing advice on the critical phases of the relations between families and their company. T&A advises individuals and their families and trustees on how to preempt, using a correct “family governance”, and avoid formal disputes where disharmony has arisen.

Tax Advisory:
The firm is focused on the taxation of foreign assets held by Italian clients and on the taxation of Italian assets held by foreign clients. The firm advises on the tax optimisation of lifetime and succession asset transfers, estate planning and ownership structures, having developed wide expertise on trusts, foundations, financial and insurance products. Advice is also given on the transfer of residence to or from Italy and on the tax ramifications of the acquisition of residential properties and other investments in Italy and abroad. The firm also provides advisory services in the implementation of the laws governing the global transparency and international tax cooperation (CRS and FATCA).

Contact: Andrea Tavecchio
Tel: +39 02 89074838
Email: [email protected]