Office Profile

Tavecchio & Associati

Milan Office

Current View

High Net Worth

Profile

Provided by Tavecchio & Associati
Managing Partners: Andrea Tavecchio
Number of partners: 3
Number of lawyers: 5
Languages: English, French, Italian, Spanish

Firm Overview:
Tavecchio & Associati (T&A) is an independent boutique tax firm, established in 2007 on initiative of Andrea Tavecchio. The firm provides bespoke and personal advice to high-networth individuals, family offices, fiduciaries, trustees and entrepreneurs.

T&A provides creative and tailored advice, focused on its Clients’ needs. Indeed, the firm’s structure enables a maximum of partner attention to the Clients. Personal dedication, expertise and confidentiality are corner stones of T&A’s advisory activity. The firm’s vision is to combine high quality advice with bespoke service.

Main Areas of Practice:

Private Clients:
In an increasingly interconnected and global world, where even Countries are competing to attract talents and capital, Italy has chosen to take part in this competition and over the last five years has introduced a series of pro-attraction provisions (‘Inbound workers’, ‘New Residents’, ‘Retirees’, etc.). In this field T&A advises on the preparation and implementation of the relocation process to and from Italy, advising clients in choosing the most convenient tax regime provided by the law, also through the filing of dedicated rulings. Next to taxes, the firm considers related legal, estate and inheritance issues.

Entrepreneurs & 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 pre-empt, using a correct ‘family governance’, and avoid formal disputes where disharmony has arisen.

Estate Planning:
The firm’s vocation is to help Clients in having a clear understanding of all the tax and estate planning issues with the aim of helping Clients in facilitating the growth, protection and handover of their assets according to their wishes.

T&A analyses the wealth structure alongside with its Clients in order to find the best solution to optimise their position with proper tax, wealth and financial planning.

For HNWIs, fiduciary companies or family offices the firm advises on the taxation of financial products, the reimbursement of foreign withholding taxes as well as the efficient structuring of investment transactions and the acquisition of real estate, works of art, aircraft and ships.

The firm is increasingly involved in providing tax and financial assistance on assets held abroad or on investments in Italy by foreigners, dealing with cross-border issues.

Holdings – Family Offices – Trust:
T&A assists a number of family holdings in re-structuring processes providing also technical advice on financial taxation and CRS/DAC6 issues.

The firm also takes care of bookkeeping and tax returns.

Thanks to the Partners’ twenty years of experience, the firm assists Trustees and Family Offices, both Italian and international, providing tax and governance assistance to their own structure or in respect of their clients and also to properly manage contributions, distributions and agreements between beneficiaries/family members.

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

Offices

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Italy - Head office
Via Brera 8, Milan, Lombardy, Italy, 20121

Web: www.tavecchioeassociati.net

Tel: +39 02 89074838

Fax: +39 02 89075932