THE FACTORY

The Trust

THE FACTORY

The Trust

The Factory provides high-quality consulting services on Trusts. Starting from the Client’s current wealth situation, we set up an offer that is perfectly tailored to the Client’s needs and those of his/her family members and his/her Business. A formal agreement is drawn up that takes into account all relevant consequences, connections, legal and tax requirements, and those related to the transfer of assets within the Trust.

Then, our department deals with all Trust-related obligations: legal, administrative, tax, banking, medical, investment management, deeds of sale and purchase, paperwork at relevant offices and authorities. All-round consulting and management services that fully achieve the purposes of the Trust.

services offered

  • rafting of Trust agreement;
  • Registration of documents and authentication;
  • Preparation of event books;
  • Assistance and coordination for the act of disposition;
  • Trust fund administration and management;
  • Administrative requirements;
  • Management of relations with banks, authorities, institutions
  • Management and enhancement of real estate and financial assets
  • Tax requirements;
  • Accounting.

THE FACTORY

The Benefits of the Trust

1.
Protection of family and business assets, thanks to the trust it is possible to protect one's interests from third parties, guaranteeing one's future and that of one's family.

2.
Tax and tax optimization, the trust allows you to monitor and optimize the tax burden by preventing the erosion of assets.

3.
Flexibility and control, assets of various types, real estate, shareholdings, works of art, boats etc, which once inside are managed with the aim of keeping their value intact and perhaps increasing over time, can be the subject of a trust.

4.
Successory, the trust offers considerable advantages in terms of security, efficiency and fiscal nature, thanks to which it is possible to plan the various steps of the succession of assets over time



Post

News and insights on the world of the Trust

Discover our contents on the subject, published on Il Sole 24 Ore or other channels

28/11/2021
The trust and the creditors of the settlor, protection of creditors provided for by the civil code
By Avv. Marzia Baldassarre - Founder The Factory - For NT Plus Law / Il Sole 24 Ore

read more

29/09/2021
The Trust self-declared jurisprudential uncertainties regarding the legitimacy of this figure
By Avv. Marzia Baldassarre - Founder The Factory - For NT Plus Law / Il Sole 24 Ore

read more

08/09/2021
Admissibility of the self-intended trust, the findings of the jurisprudence
By Avv. Marzia Baldassarre - Founder The Factory - For NT Plus Law / Il Sole 24 Ore

read more

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