Wealth Planning & Structuring
Estate planning, succession, trusts, tax optimisation, and philanthropic strategy
The greatest risk to generational wealth is not market volatility - it is poor planning. Our specialists work alongside your legal and tax advisors to build structures that protect what you have built, channel your values through purposeful giving, and ensure a seamless transition to those who follow.
Schedule a ConsultationWhat We Offer
Estate & Succession Planning
Comprehensive strategies for wealth transfer - ensuring your wishes are honoured and your family is protected through clear, legally robust frameworks.
Tax Optimisation
Legitimate, compliant strategies to minimise tax burden across jurisdictions - working within the law to preserve more of what you have earned.
Trust & Foundation Services
Establishment and administration of trusts, foundations, and holding structures - tailored to your family governance needs.
Cross-Border Structuring
Navigation of multi-jurisdictional regulatory landscapes - particularly across UK, Italian, Swiss, and EU frameworks.
Philanthropic Planning
Define your giving philosophy, structure charitable initiatives, and deploy capital into ventures that generate measurable social or environmental impact alongside financial returns.
The Orsini Perspective
The Orsini family has navigated generational wealth transfer through world wars, regulatory upheavals, and seismic economic shifts. This lived experience informs every recommendation we make. We do not plan in theory; we plan from the accumulated wisdom of having done it ourselves.
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Let's Discuss How Wealth Planning & Structuring Can Work for You
Every client relationship begins with understanding. Schedule a private consultation to explore how this service fits your goals.
Schedule a ConsultationOSC & CONSOB regulated · Since 2019