Trusts and Asset Management

Legal strategies to preserve and transfer your wealth

Managing an international estate requires advanced legal expertise and strategic planning. ZagamiLaw offers customized solutions to:  

  • protect your assets 
  • ensure intergenerational succession 
  • optimize international taxation 

through the use of trusts, holdings, and dedicated asset structures , tailored to the client’s profile and applicable regulations.  

ZagamiLaw Network Service srls , registered in the Business Register and authorized to act as Trustee , works in synergy with the law firm to manage complex cross-border asset planning tools .  

With our support, you can protect your assets in full compliance with international regulations and within the framework of so-called “tax havens.” 

+30

Trusts established for international clients

+10

Cross-Border Trusts in foreign jurisdictions

+50M€

in assets under assistance

Trusts and Asset Management

Our Wealth Management Services

ZagamiLaw offers advanced legal consulting and integrated fiduciary management to protect assets, structure them effectively, and ensure intergenerational transfer in compliance with international regulations.

Main services include:

  • Trust creation and administration
    Fiduciary instruments to safeguard assets and investments
  • Acting as Trustee, Co-Trustee or Protector
    Active legal management and international fiduciary representation
  • International succession planning
    Cross-border wealth transfer strategies aligned with foreign laws
  • Optimized tax structuring
    Reducing tax burden in compliance with supranational legal frameworks
  • Asset protection
    Legal shielding from litigation, enforcement actions and unforeseen risks
  • Family Office services
    Independent, professional management of complex family wealth
  • Escrow Bank Account administration
    Fiduciary oversight of financial flows through safeguarded accounts
  • International Property Management
    Management and enhancement of real estate assets on a global scale
Trusts and Asset Management

Trusts and Global Asset Planning

Asset management is not just a financial matter: it requires advanced legal tools , strategic vision, and regulatory compliance.
A well-structured trust allows you to:

  • protect assets from unforeseen events
  • ensure generational continuity
  • optimize tax burdens in compliance with international laws

ZagamiLaw provides comprehensive support in the creation and management of international trusts , guiding the client through every stage: from design to formalization, including operational administration.

Thanks to extensive experience as a professional Trustee , we ensure a fiduciary relationship based on transparency, confidentiality, and operational integrity .
All data and information concerning settlors and beneficiaries are handled with the utmost legal and ethical protection , in full compliance with privacy laws, often in direct cooperation with the involved parties.

Protect your assets and your future with reliable, personalized legal instruments.

Trusts and Asset Management

FAQ

Yes. Although Italy does not have a national law specifically on trusts, it recognizes the validity of trusts established under the Hague Convention of 1985, which has been ratified in the Italian legal system.

Any natural or legal person. The settlor transfers assets or rights to the trustee, who manages them in the interest of the beneficiaries according to the provisions of the trust deed.

Real estate, company shares, cash, financial instruments, artworks, intellectual property rights, and other assets, including complex or cross-border assets.

Yes. ZagamiLaw has experience with international trusts involving different jurisdictions, ensuring legal compliance and tax coordination.

ZagamiLaw supports its clients both as legal and tax advisor during the trust setup phase and, when requested, by actively serving as Trustee, Co-Trustee, or Protector .

As a professional Trustee , the Firm handles both ordinary and extraordinary management of entrusted assets, ensuring:

  • fiduciary confidentiality
  • regulatory compliance
  • professional integrity

The role involves significant operational responsibilities , including administering assets in accordance with the settlor’s instructions and current regulations. This includes obligations of monitoring, reporting, and tax management , with special attention to opaque or discretionary trusts , which are subject to specific taxation and transparency regimes.

ZagamiLaw assists a broad range of international families and individuals , providing tailored asset management solutions aligned with each client’s specific objectives.

The developed strategies include:

  • intergenerational estate planning
  • long-term capital growth
  • optimization of liquidity and income streams

Each asset structure is developed with special attention to tax compliance and efficiency maximization , in accordance with the laws of the relevant countries.

Yes, many low-tax jurisdictions —commonly referred to as “Tax Havens”—offer perfectly legitimate investment opportunities , provided the operations are transparent and compliant with applicable regulations.

These countries are recognized under international tax law , and their inclusion in wealth planning strategies is allowed when such strategies respect:

  • fiscal monitoring obligations
  • anti-money laundering regulations (AML/KYC)
  • transparency and traceability principles (e.g., CRS , DAC6 )

ZagamiLaw helps its clients identify compliant solutions , avoiding any evasive or non-compliant configurations under Italian and supranational law.

Excellence. Discretion. Global Legal Vision.

We assist International Clients with precision and confidentiality.