About
As the head of the Firm's Italian practice, I focus on the Italian taxation of trusts, estates, and UHNWIs and the relocation of UHNWIs. My expertise also extends to international and EU tax law.
I currently serve as the Chair of the Tax Committee of the International Academy of Estate and Trust Law. I am a member of the International Estate Planning Committee of the American College of Trust and Estate Counsel, and I have previously chaired the International Client Global SIG Steering Committee of STEP and now contribute as a member to the Cross-Border Estates Global SIG Steering Committee of STEP.
As an editor, I oversee the International Family Offices Journal and the book 'Global Mobility of Ultra-High-Net-Worth Individuals', both collaborations with Globe Law & Business Limited and STEP. Additionally, I edited the book 'Tax Implications of Brexit', published by Bloomsbury, and co-edited the book 'Family Offices', co-published by Globe Law & Business Limited and STEP, and the publication 'International Succession Laws', published by Bloomsbury.
From 2018 to 2022, I led the EU Tax Law course at the LL.M. programme of King's College London, sharing my knowledge with the next generation of tax professionals.
I am also a member of the advisory council of the Family Office Committee of the Chicago Bar Association, which allows me to actively participate in discussions regarding the structuring, management and governance of family offices.
I am a dual-qualified professional, practising in Italy as both a lawyer and a chartered accountant, and in England and Wales as a solicitor.
Experience
- Assisting many HNW individuals, entrepreneurs, and investors on the relocation to Italy under Italian lump sum tax regime. Most of the cases involved obtaining rulings on complex issues regarding for instance the treatment of trusts and other holding structures, of the sale of businesses and of carried interest
- Obtaining a positive tax ruling on the opaque nature of a Jersey trust with an Italian resident settlor and beneficiary
- Advising a US citizen resident of Italy in relation to the tax ramifications from his beneficial interest in several US trusts
- Advising an Australian HNW individual on the structuring of the purchase of high value Italian real estate
