Entrepreneurs #01
Marco V. Entrepreneur in the Manufacturing Sector · 48 years old
Marco runs a highly specialized manufacturing company on the outskirts of Milan. When we first met, his financial situation reflected the classic "Italian entrepreneur syndrome": a highly profitable business, but a…
Cost efficiency Asset protection Succession
Read the case study Professionals #02
Elena B. Private Surgeon · 52 years old
Elena is an established plastic surgeon with a private practice in Rome. Despite her high and steady income, she suffered from extreme anxiety about her retirement future and had no time to manage her earnings. Over the…
Pension planning Tax planning Cost efficiency
Read the case study Executives #03
Roberto G. Senior VP at a Multinational Tech Company · 44 years old
Roberto holds a top executive role at an American tech giant based in Italy. A large part of his overall compensation is made up of complex variable components: stock options, RSUs (Restricted Stock Units), and bonuses…
Diversification Tax planning Cross-border
Read the case study Families #04
The Moretti Family Property Owners and Generational Transfer
The Moretti couple (70 and 68 years old), together with their three now-adult children, owned an estimated €4.5 million in assets, heavily unbalanced: 80% was tied up in leased residential and commercial buildings, many…
Real estate Succession Cash flow
Read the case study Entrepreneurs #05
Alessandro T. Startup Founder Post-Exit · 36 years old
Alessandro sold his tech startup to a multinational group, netting over €3 million in liquidity in a single transaction. Finding himself very young with such a significant amount of capital, he quickly felt overwhelmed.…
Cost efficiency Diversification Cash flow
Read the case study Professionals #06
Prof. Maria Laura F. University Professor · 58 years old
Professor Maria Laura accumulated around €500,000 in savings over the course of her academic and scientific-consulting career. Due to an innate, extreme aversion to risk, 100% of her assets sat in matured postal savings…
Asset protection Diversification Cost efficiency
Read the case study Professionals #07
Matteo C. Tax Lawyer and Law Firm Partner · 50 years old
Despite excellent legal and tax expertise, Matteo had never applied his skills to his own personal finances. With fluctuating income tied to client invoice settlements, the management of his €900,000 personal wealth was…
Cost efficiency Cash flow Diversification
Read the case study Retirement #08
Giovanni P. Industrial Executive Nearing Retirement · 63 years old
Giovanni, two years from retiring after a career at a well-known metalworking company, had €1.6 million in assets and a very substantial severance fund (TFR) still held by the company. His big question was: "How can I…
Pension planning Tax planning Cash flow
Read the case study International #09
Davide M. Software Engineer, Expat Returned to Italy · 39 years old
After working for ten years between London and Zurich, Davide moved back to Italy, taking advantage of the "Returning Talent" tax incentive. During his time abroad he had accumulated around €700,000 spread across…
Tax planning Cross-border Diversification
Read the case study Entrepreneurs #10
Stefano and Laura S. Owners of an Organic Farm
Stefano and Laura successfully run a farm and agritourism business in Tuscany. Their activity requires ongoing investment in machinery, buildings, and land. Having concentrated nearly all their resources into the…
Cash flow Asset protection Diversification
Read the case study Freelancers #11
Chiara D. Freelance Designer and Consultant · 41 years old
Chiara works as a brand designer for major international brands as a sole proprietor (VAT-registered). Her income is very high but highly irregular, with spikes in billing followed by months of standstill. When she came…
Cash flow Pension planning Tax planning
Read the case study Retirement #12
Franco R. Retired Former Bank Manager · 67 years old
Franco worked for 35 years within a leading Italian banking group. Paradoxically, precisely because of the trust he placed in his former employer, his €1.1 million estate was a concentrated mix of the bank's own…
Diversification Cost efficiency Asset protection
Read the case study Families #13
The De Santis Family Educational Planning and Future Protection
Giacomo (42, an engineer) and Silvia (39, an HR manager) have two children, aged 8 and 5. Their top priority was ensuring their children had maximum financial coverage for their future university studies (envisioning…
Asset protection Cost efficiency Cash flow
Read the case study Entrepreneurs #14
Lorenzo B. Multi-Unit Restaurant Entrepreneur · 45 years old
Lorenzo is the creator and owner of a restaurant concept with 4 active locations between Milan and Turin. His business generates strong periodic liquidity, but comes with a high working capital requirement and constant…
Cash flow Tax planning Diversification
Read the case study International #15
Andrea S. Global Strategy Consultant · 47 years old
Andrea spends over 200 days a year traveling for work. Because of his hectic lifestyle, he never had time to rationalize his financial position, accumulating assets in various countries: current accounts in Switzerland,…
Cross-border Diversification Cost efficiency
Read the case study Heirs #16
Beatrice K. Heir to a Complex Estate · 33 years old
Following the sudden death of her father, Beatrice suddenly found herself having to manage a complex inheritance worth over €2.8 million, made up of shares in a family real estate holding company, art collections,…
Succession Real estate Asset protection
Read the case study Professionals #17
Gianpaolo M. Notary · 55 years old
Gianpaolo practices as a notary with an extremely demanding workload. Naturally inclined toward caution and procedural rigor, he nevertheless applied a surprisingly inefficient approach to his personal finances. With…
Cost efficiency Diversification Tax planning
Read the case study Professionals #18
Filippo L. International Airline Pilot · 42 years old
Filippo has a career with very specific characteristics: very high income in the middle years of life, but a real risk of losing his flight medical certification at any moment, and an expected mandatory retirement…
Asset protection Pension planning Real estate
Read the case study Professionals #19
Dr. Giuliano R. Dentist and Clinic Owner · 51 years old
Giuliano is the founder and medical director of an established dental clinic with over 10 employees. His earnings are high, but his business exposes him daily to significant professional liability (malpractice) risk and…
Asset protection Cost efficiency Diversification
Read the case study International #20
Cristina T. Remote Lead Architect for a US Tech Company · 38 years old
Cristina lives in Italy but works remotely as a Lead Solutions Architect for a software giant based in Silicon Valley. Her annual compensation exceeds $220,000, paid partly in cryptocurrencies/stablecoins, partly via…
Cross-border Tax planning Diversification
Read the case study 