From succession planning to international expansion: discover how we transformed complex challenges into concrete opportunities for our clients.
The Challenge: A historic Italian family business, now in its third generation, faced the risk of ownership fragmentation and potential decision-making conflicts among family branches, threatening business continuity.
The Intervention: We designed a corporate architecture based on a Family Holding, integrated with tailor-made shareholders' agreements. This allowed for the separation of operational management from ownership, defining clear governance rules and ensuring asset unity.
The Result: The client achieved a smooth generational transition, with defined roles for active family members in the company and liquidity mechanisms for non-operational partners, ensuring stability and future growth.
The Challenge: A high-profile professional in the medical-surgical sector, exposed to significant professional liability risks, needed to secure his family's economic future independently of work events.
The Intervention: An irrevocable dedicated vehicle was established in a "whitelist" jurisdiction, conferring real estate and financial assets. The structure created a clear asset segregation from the settlor's personal risks.
The Result: The assets were secured from future attacks, while ensuring the well-being of the beneficiaries (spouse and children) according to precise letters of wishes, with optimized tax management.
The Challenge: An Italian manufacturing SME with a strong export vocation intended to consolidate its presence in the US market, overcoming logistical and customs barriers, and client distrust towards foreign suppliers.
The Intervention: We guided the client in establishing an operational LLC in the USA, optimizing the international tax structure in full compliance with inverted corporate regulations and coordinating the opening of local bank accounts.
The Result: The company established a credible physical presence, accessing new local credit lines and drastically improving delivery times and customer service, with a 40% increase in foreign turnover in the first year.
The Challenge: An industrial company with solid technological know-how but in a severe liquidity crisis urgently needed financial reorganization to avoid default and preserve jobs.
The Intervention: We assisted management in drafting a credible industrial turnaround plan and negotiating with creditors. In parallel, we managed the investor search activity.
The Result: The operation favored the entry of a Private Equity fund specializing in turnaround, which injected new finance allowing for balance sheet re-equilibrium and the productive relaunch of the company.
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