Our Founding Partner explores how, in Italy as well, a broader understanding of wealth is emerging—one in which wealth is no longer regarded simply as a collection of assets, but as the expression of shared values, governance, expertise and objectives passed down through generations.
The article, further enriched by the academic experience gained at SDA Bocconi, as well as by the ongoing research and data published by the AUB Observatory, explores the role of legacy as a guiding principle, highlighting the importance of integrating legal, tax and organisational tools to build a wealth architecture capable of adapting to the future.. This approach enables entrepreneurial families to preserve their wealth, foster the development of future generations and transform generational transition into an opportunity for long-term growth.
Our Firm has a dedicated Wealth & Governance department, bringing together professionals with extensive experience in succession planning, investments and family business governance. The team supports entrepreneurial families through tailored advisory services that combine multidisciplinary expertise, international experience and methodologies that lie at the core of Belluzzo International Partners’ approach.
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