With the best financial professionals.

Estate and succession planning

With the sole objective of optimizing the evolution of its heritage.

The goal of estate and succession planning is to optimise the growth of your wealth in the short, medium and long term by selecting strategies, structures and tools that are appropriate to your situation and in line with your personal objectives.

To do this, BonaCapital Family Office will consider the widest possible range of options, using the best financial, legal and tax professionals, in order to identify or design tailored solutions for the present and for future generations.

If you have a family business, BonaCapital Family Office will help and advise you in preparing a family protocol to regulate present and future relationships between family members and the company, including issues such as ownership (share disposal and transfer), rights and obligations of family members, succession, remuneration and hiring in the firm, and firm governance.