The Firm assists its clients via a wide range of activities - specifically tailored to the needs and objectives of each individual, and including support in the management of Private banking, Family office and Wealth Management - including:
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support and advice for setting up non-profit organisations (associations, foundations, committees, social enterprises and other entities of a private nature, with or without legal status), which are then assisted with the professional activities they carry out;
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support and advice for carrying out philanthropy initiatives (including legal and tax assistance specific to Venture Philanthropy or setting up so-called "Giving vehicles");
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legal and tax due diligence for Non-Profit Organisations to address with philanthropy operations;
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support and advice for the proper and improved identification of tax benefits obtainable in relation to donations;
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support and advice for the interpretation and application of both national and international statutory tax industry guidelines;
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support and advice for the interpretation and application of both national and international statutory tax industry guidelines;
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support and advice for periodic tax assessments and the annual electronic submission of tax returns;
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support, advice and representation for dealings with the Revenue Agency and Collection Agents, including during audits and inspections;
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support, advice and representation in tax litigation.