Wealth planning starts from the assessment of the Client’s personal and wealth situation, as well as of his or her needs and requirements, and is instrumental to the identification of all solutions under the civil and tax law that are fit to meet said needs and requirements.
Design and preparation of deeds to set up Trusts
The activity consists in making an advisory proposal that is bespoke to meet the client’s needs and intentions.
The Company provides its services and consulting activities fully autonomously and independently for the management of complex estates comprising not only liquidity/financial instruments but also real estate assets, equity investments, works of art, etc., located in Italy and abroad.
The Grevision Trust Company has a dotted-line relationship with the CLAS Network and has developed all the appropriate skills for the management of the operations of complex trusts of various types, for which it can perform the management of and extraordinary transactions on their assets.
The Grevision Trust Company has gained considerable experience in the management of trusts with full ownership of real estate assets, also located abroad, shares in family holding entities, complex wealth management schemes and diverse in terms of jurisdictions, financial and insurance funds.
CLAS has gained considerable experience in taxation and corporate consulting with Italian and international clients.
The Grevision Trust Company is an independent entity engaged in qualified operations in the trust scope (as trustee and protector) in Italy.
Previsione is an audit firm, which was incorporated in 2011 and is on the Register of Statutory Auditors held by the Italian Ministry of the Economy and Finance.
CLAS Foreign Desk is the tangible expression of the strong international focus of Studio CLAS, which has long been providing services to Italian and foreign clients operating in various business sectors.