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Corporate vehicles as instruments for protecting family assets

Corporate vehicles as instruments for protecting family assets

The “corporate vehicle” can also be included among the instruments for the protection of family assets.

In particular, the use of simple companies is highly developed in the management and planning of generational transitions, in asset management and in the real estate sector. This form of company is particularly flexible and therefore allows streamlining the operations  and reducing management costs. It is the corporate type most frequently used by private individuals in order to protect family assets.

In other cases, limited partnerships are also used. They too are very flexible with regard to internal and external organisation, but also have the advantage that the partners’ shares cannot be attacked by personal creditors while the company lasts.

In addition to the two cases mentioned above, which are the most widely used, the professional may also recommend other corporate forms suitable for the customer’s particular situation.