It takes a lifetime to create your own heritage; it takes only a little to put it at risk or dissipate it.

The number of tools we offer is many with specific functions and purposes. The professional’s technical level, as well as human, is very high, but his in-depth knowledge of the matter, combined with a necessarily customised approach to each specific situation, can make it possible to reconcile the family’s various desires and overcome the legitimate doubts that always arise from reflections on these issues, while maintaining a rigorous regulatory approach that offers desired protections and guarantees.

In this field, Bertoncello BPA deals with, among others:

▪ corporate reorganisation processes aimed at generational changeover, both for holding and operative companies;

▪ definition of corporate governance (balancing customised statutory clauses, shareholders’ agreements, special rights of shareholders, etc.);

▪ consultancy in the field of donations, family agreements and division of real rights (bare ownership and usufruct);

▪ consultancy on trusts both in their formation and in their professional management;

▪ consultancy on the administration, protection and transmission of works of art and private collections.

he also assists the heirs’ integration into the complex world of the family business, in structuring processes and procedures that allow the founders’ know-how to be shared, creating a harmonious dialectic between the different generations. These dynamics are generally experienced once in a lifetime by every entrepreneur and, for this reason, the contribution of professional experience gained on several similar scenarios makes it easier to define the course of action.