We Restore Order
Recovering, reconstructing, and securing your assets—wherever they are.
When the pieces don’t fit, we put them back together.
Many estates become fragmented over time: lost documents, forgotten bank accounts, trusts that no longer reflect the original intent, foreign investments never closed.
Sometimes, it’s not even clear where to start.
We analyze each component with a rigorous approach:
- historical reconstruction of transactions,
- verification of still active assets,
- identification of undeclared or unmonitored holdings,
- retrieval of information and documents from foreign financial institutions,
- alignment of missing or inconsistent data.
We give you a clear, orderly, and understandable picture, essential for any future decision.
Reducing Risks and Regularizing Everything Simply and Guided.
When omissions or irregularities emerge, it is essential to act before they are detected by tax authorities, especially considering current systems of automatic international information exchange.
We accompany you through all phases:
- analysis of potential violations,
- calculation of taxes due,
- simulation of reduced penalties,
- preparation of supplementary declarations,
- management of communications with the competent authorities.
The goal is twofold: eliminate risk and achieve the best possible economic result.
After Restoring Order, We Build a Solid and Sustainable Path Together.
Often, after reconstructing and regularizing the estate, there is a need to bring activities back to Italy or to more stable jurisdictions.
Or to reorganize them to ensure protection and continuity over time.
We assist you throughout the process:
Repatriation and Reallocation of Assets
- closing unnecessary foreign accounts,
- transferring funds and investments to safer instruments,
- analysis of the tax impact of the repatriation,
- evaluation of new, more efficient financial solutions.
Estate Planning and Future Protection
- protection of assets and family governance,
- solutions for generational transfer,
- creation or revision of trusts and equivalent instruments,
- integrated support with legal and tax professionals.
The result is an estate that is finally clear, manageable, and structured to withstand the test of time.
We don’t just fix the past: we build the future.
Start here
If you want to bring order to your asset situation, you can contact us in complete confidentiality. We will be happy to listen to you and evaluate together how to help you. We operate from the Republic of San Marino and are available for confidential meetings or direct contact.