Tech entrepreneur relocating to Italy

The situation

A self-made entrepreneur experienced a sudden increase in wealth due to his successful tech venture. He wanted to move to take advantage of better tax treatment and considered several jurisdictions. He decided to relocate to Italy for a number of reasons. When we met him, he was already in Italy and needed support in both relocating and reviewing his family’s succession and inheritance plans. He wanted an approach that considered his present and future needs as well as the flexibility and bandwidth to continue exploring tech innovations and investing in new projects. 

The client’s goals

• The client wanted to be comfortable that his inheritance plans were adequate to address the risks facing his family.
• To free up time to focus on investments, personal projects and quality time with his family.
• Strategies designed to support the preservation of capital over time.
• Help with his real estate assets search, coordination of key staff search, introduction to top local professionals, schools and other international families in Italy. 
• Help liaising with local banks and public authorities.
• Second opinion on real estate assets, financing and restructuring.

Our approach

• Streamline the administrative burden.
• Review entire scope of assets and affairs.
• Assess risks and prioritise goals.
• Trust structure for a portion of his assets (future proofing).

Outcomes to date

• We took charge and turned the relocation itself into a pleasant experience.
• We created fiscal optimization among the different jurisdictions (UK, Italy, Sweden, Switzerland, USA) in which the client lives and invests.
• Developed a succession plan and established a trust to help safeguard his assets.
• Created a diversified investment portfolio.
• Developed significant relationships with like-minded entrepreneurs and families (Italian and international).

Disclosure: Case studies are provided for illustrative purposes only and are based on real client or former client engagement. Some scenarios may reflect client experiences or work originally performed by a firm that has since been acquired. All client names, identifying details and contextual elements have been anonymised to protect client confidentiality. The outcomes described reflect the experience of a particular client. Results are not guaranteed and may vary based on each client’s individual circumstances, market conditions, regulatory requirements and specific financial objectives. Past performance is not indicative of future results.  

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